Skip to content
Disclosery

Affiance Financial, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Affiance Financial, LLC on JPM, newest first. How the timeline and the estimate are built.

Affiance Financial, LLC held 8,532 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,532 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $2,792,780.

    13F-HR 0001723681-26-000004 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,532 shares
    Change vs previous 13F -2 shares

    0.41% of the 13F portfolio, value $2,509,773.

    13F-HR 0001723681-26-000003 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,534 shares
    Change vs previous 13F -71 shares

    0.44% of the 13F portfolio, value $2,749,825.

    13F-HR 0001723681-26-000001 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,605 shares
    Change vs previous 13F +160 shares

    0.49% of the 13F portfolio, value $2,714,275.

    13F-HR 0001085146-25-005939 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,445 shares
    Change vs previous 13F +205 shares

    0.5% of the 13F portfolio, value $2,448,290.

    13F-HR 0001085146-25-003718 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,240 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $2,021,272.

    13F-HR 0001085146-25-001968 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,240 shares
    Change vs previous 13F +725 shares

    0.47% of the 13F portfolio, value $1,975,210.

    13F-HR 0001085146-25-000379 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,515 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,584,613.

    13F-HR 0001085146-24-004844 filed by Affiance Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).