CV Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1872254 Aventura, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$627,818

+$416,612 QoQ

Shares Held

1,918

+167.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#4,084

of 5,058 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CV Advisors LLC holds $9,179,020 across 4 Banks - Diversified names. JPM ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	76,674	$4,368,884
2	C	Citigroup Inc	19,550	$2,736,218
3	BNY	Bank of New York Mellon Corp	10,000	$1,446,100
4	JPM	Jpmorgan Chase & Co This page	1,918	$627,818

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,818	1,918	+167.1%	Shares	Sole	2026-07-21
2026-03-31	$211,206	718	0.0%	Shares	Sole	2026-05-01
2025-12-31	$231,353	718	+8.3%	Shares	Sole	2026-01-20
2025-09-30	$209,130	663	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.