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Livermore
Livermore
ZHEN

Affiance Financial, LLC

SEC CIK
0001723681
Latest filing
Jul 9, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Affiance Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
8,532
Value
$2.79M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of JPM by Affiance Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,532$2.79M0.4%00.0%UnchangedHolders
Q1 20268,532$2.51M0.4%−20.0%ReducedHolders
Q4 20258,534$2.75M0.4%−71−0.8%ReducedHolders
Q3 20258,605$2.71M0.5%+160+1.9%AddedHolders
Q2 20258,445$2.45M0.5%+205+2.5%AddedHolders
Q1 20258,240$2.02M0.5%00.0%UnchangedHolders
Q4 20248,240$1.98M0.5%+725+9.6%AddedHolders
Q3 20247,515$1.58M0.4%+67+0.9%AddedHolders
Q2 20247,448$1.51M0.4%+300+4.2%AddedHolders
Q1 20247,148$1.43M0.4%00.0%UnchangedHolders
Q4 20237,148$1.22M0.4%00.0%UnchangedHolders
Q3 20237,148$1.04M0.5%−40−0.6%ReducedHolders
Q2 20237,188$1.05M0.5%+52+0.7%AddedHolders
Q1 20237,136$929.9K0.5%+60+0.8%AddedHolders
Q4 20227,076$948.9K0.4%+97+1.4%AddedHolders
Q3 20226,979$729.0K0.4%00.0%UnchangedHolders
Q2 20226,979$786.0K0.4%00.0%UnchangedHolders
Q1 20226,979$951.0K0.5%00.0%UnchangedHolders
Q4 20216,979$1.10M0.5%00.0%UnchangedHolders
Q3 20216,979$1.14M0.5%−12−0.2%ReducedHolders
Q2 20216,991$1.09M0.5%+12+0.2%AddedHolders
Q1 20216,979$1.06M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.