Affinity Capital Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1810023 BERKELEY, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,233,706

+$112,369 QoQ

Shares Held

3,769

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

#3,433

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Affinity Capital Advisors, LLC holds $6,030,284 across 7 Banks - Diversified names. JPM ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	6,439	$1,332,679
2	TD	Toronto Dominion Bank	10,817	$1,313,508
3	JPM	Jpmorgan Chase & Co This page	3,769	$1,233,706
4	CM	Canadian Imperial Bank Of Commerce /Can/	8,505	$978,075
5	BAC	Bank Of America Corp /De/	10,375	$591,167
6	BMO	Bank Of Montreal /Can/	1,710	$302,157
7	WFC	Wells Fargo & Company/Mn	3,376	$278,992

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,233,706	3,769	-1.1%	Shares	Sole	2026-07-08
2026-03-31	$1,121,337	3,812	-7.5%	Shares	Sole	2026-04-13
2025-12-31	$1,327,868	4,121	+4.4%	Shares	Sole	2026-01-09
2025-09-30	$1,245,317	3,948	-7.0%	Shares	Sole	2025-10-09
2025-06-30	$1,230,957	4,246	-1.0%	Shares	Sole	2025-07-09
2025-03-31	$1,051,846	4,288	+6.0%	Shares	Sole	2025-04-17
2024-12-31	$969,866	4,046	+3.3%	Shares	Sole	2025-01-14
2024-09-30	$825,938	3,917	-8.9%	Shares	Sole	2024-10-07
2024-06-30	$869,718	4,300	-0.2%	Shares	Sole	2024-08-14
2024-03-31	$863,293	4,310	+2.6%	Shares	Sole	2024-04-12
2023-12-31	$714,420	4,200	-6.7%	Shares	Sole	2024-01-11
2023-09-30	$652,590	4,500	+7.3%	Shares	Sole	2023-10-11
2023-06-30	$609,684	4,192	+0.2%	Shares	Sole	2023-07-14
2023-03-31	$545,217	4,184	-1.8%	Shares	Sole	2023-04-11
2022-12-31	$571,266	4,260	-1.8%	Shares	Sole	2023-01-19
2022-09-30	$453,425	4,339	+0.2%	Shares	Sole	2022-10-12
2022-06-30	$487,713	4,331	-2.0%	Shares	Sole	2022-07-11
2022-03-31	$602,534	4,420	+0.2%	Shares	Sole	2022-04-19
2021-12-31	$698,165	4,409	-1.5%	Shares	Sole	2022-01-31
2021-09-30	$733,003	4,478	-8.2%	Shares	Sole	2021-10-28
2021-06-30	$758,568	4,877	-4.1%	Shares	Sole	2021-08-13
2021-03-31	$774,241	5,086	+0.2%	Shares	Sole	2021-04-19
2020-12-31	$645,007	5,076	-11.7%	Shares	Sole	2021-01-27
2020-09-30	$553,552	5,750	-19.7%	Shares	Sole	2020-11-13
2020-06-30	$673,751	7,163	-0.3%	Shares	Sole	2020-07-16
2020-03-31	$646,775	7,184	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.