Optivise Advisory Services LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2042876 FRANKLIN, TN

Position in JPM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,028,470

+$187,173 QoQ

Shares Held

3,142

+9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.65%

of 13F equity value

Holder Rank

#3,615

of 5,056 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Optivise Advisory Services LLC holds $2,748,437 across 5 Banks - Diversified names. JPM ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,142	$1,028,470
2	BAC	Bank Of America Corp /De/	7,948	$452,877
3	C	Citigroup Inc	3,197	$447,452
4	WFC	Wells Fargo & Company/Mn	5,316	$439,314
5	BNY	Bank of New York Mellon Corp	2,630	$380,324

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,028,470	3,142	+9.9%	Shares	Sole	2026-07-13
2026-03-31	$841,297	2,860	-27.5%	Shares	Sole	2026-04-15
2025-12-31	$1,270,835	3,944	+25.2%	Shares	Sole	2026-01-12
2025-09-30	$993,604	3,150	+47.3%	Shares	Sole	2025-10-17
2025-06-30	$619,827	2,138	+4.9%	Shares	Sole	2025-08-05
2025-03-31	$499,921	2,038	-1.3%	Shares	Sole	2025-04-18
2024-12-31	$495,001	2,065	-14.2%	Shares	Sole	2025-02-13
2024-09-30	$507,750	2,408	+8.1%	Shares	Sole	2024-11-12
2024-06-30	$450,433	2,227	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.