AFFINITY INVESTMENT ADVISORS, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1520601 NEWPORT BEACH, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,458,561

+$282,666 QoQ

Shares Held

13,621

-4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#2,204

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Financial Services · as of Jun 30, 2026

AFFINITY INVESTMENT ADVISORS, LLC holds $12,096,401 across 5 Banks - Diversified names. JPM ranks #1 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	13,621	$4,458,561
2	BAC	Bank Of America Corp /De/	58,830	$3,352,133
3	C	Citigroup Inc	14,209	$1,988,691
4	WFC	Wells Fargo & Company/Mn	16,493	$1,362,981
5	BNY	Bank of New York Mellon Corp	6,459	$934,035

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,458,561	13,621	-4.1%	Shares	Sole	2026-08-05
2026-03-31	$4,175,895	14,196	+0.3%	Shares	Sole	2026-05-14
2025-12-31	$4,561,668	14,157	-0.4%	Shares	Sole	2026-02-12
2025-09-30	$4,481,944	14,209	-4.0%	Shares	Sole	2025-11-10
2025-06-30	$4,292,117	14,805	-4.4%	Shares	Sole	2025-08-14
2025-03-31	$3,797,489	15,481	-15.2%	Shares	Sole	2025-05-13
2024-12-31	$4,373,748	18,246	-30.2%	Shares	Sole	2025-02-11
2024-09-30	$5,510,193	26,132	-3.1%	Shares	Sole	2024-10-28
2024-06-30	$5,455,761	26,974	-1.5%	Shares	Sole	2024-08-13
2024-03-31	$5,483,412	27,376	-1.1%	Shares	Sole	2024-05-03
2023-12-31	$4,708,027	27,678	+8.7%	Shares	Sole	2024-02-09
2023-09-30	$3,693,659	25,470	-1.5%	Shares	Sole	2023-10-26
2023-06-30	$3,759,187	25,847	-10.7%	Shares	Sole	2023-08-10
2023-03-31	$3,771,301	28,941	+30.4%	Shares	Sole	2023-05-05
2022-12-31	$2,975,544	22,189	+8.9%	Shares	Sole	2023-02-08
2022-09-30	$2,129,187	20,375	-0.6%	Shares	Sole	2022-11-08
2022-06-30	$2,308,054	20,496	+4.3%	Shares	Sole	2022-07-27
2022-03-31	$2,678,824	19,651	-43.6%	Shares	Sole	2022-05-05
2021-12-31	$5,514,063	34,822	-0.8%	Shares	Sole	2022-02-04
2021-09-30	$5,746,992	35,109	+5.0%	Shares	Sole	2021-11-08
2021-06-30	$5,198,924	33,425	-33.1%	Shares	Sole	2021-08-09
2021-03-31	$7,603,127	49,945	-1.0%	Shares	Sole	2021-05-13
2020-12-31	$6,409,792	50,443	-9.9%	Shares	Sole	2021-02-12
2020-09-30	$5,391,216	56,001	+5.4%	Shares	Sole	2020-11-13
2020-06-30	$4,995,620	53,111	-19.8%	Shares	Sole	2020-08-13
2020-03-31	$5,961,426	66,216	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.