First Affirmative Financial Network

Position in JPM — Jpmorgan Chase & Co

CIK 1656282 COLORADO SPRINGS, CO

Position in JPM

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$741,577

+$14,511 QoQ

Shares Held

2,521

+9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

First Affirmative Financial Network holds $5,266,042 across 12 Banks - Diversified names. JPM ranks #1 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	2,521	$741,577
2	ING	Ing Groep NV	27,495	$716,244
3	BNS	Bank Of Nova Scotia	9,039	$626,493
4	HSBC	Hsbc Holdings PLC	6,335	$522,574
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	21,402	$463,567
6	BAC	Bank Of America Corp /De/	8,657	$422,028
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	20,279	$400,510
8	TD	Toronto Dominion Bank	3,394	$316,694

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$741,577	2,521	+9.4%	Shares	Sole	2026-05-11
2025-09-30	$727,066	2,305	-10.3%	Shares	Sole	2025-11-20
2025-06-30	$745,068	2,570	-3.9%	Shares	Sole	2025-11-20
2025-03-31	$656,177	2,675	-4.5%	Shares	Sole	2025-04-11
2024-12-31	$671,427	2,801	-56.1%	Shares	Sole	2025-01-23
2024-09-30	$1,346,762	6,387	+112.9%	Shares	Sole	2024-10-10
2024-06-30	$606,780	3,000	+11.4%	Shares	Sole	2024-07-10
2024-03-31	$539,608	2,694	+3.9%	Shares	Sole	2024-04-11
2023-12-31	$441,239	2,594	+3.2%	Shares	Sole	2024-01-08
2023-09-30	$364,580	2,514	+15.7%	Shares	Sole	2023-10-16
2023-06-30	$315,895	2,172	+61.7%	Shares	Sole	2023-07-10
2021-12-31	$212,664	1,343	+6.5%	Shares	Sole	2022-02-15
2021-09-30	$206,413	1,261	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.