Finivi Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 2101641 WESTBOROUGH, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,995,717

+$429,616 QoQ

Shares Held

12,207

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.65%

of 13F equity value

Holder Rank

#2,295

of 5,056 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Finivi Inc. holds $8,364,744 across 3 Banks - Diversified names. JPM ranks #1 (47.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	12,207	$3,995,717
2	C	Citigroup Inc	23,604	$3,303,615
3	BAC	Bank Of America Corp /De/	18,698	$1,065,412

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,995,717	12,207	+0.7%	Shares	Sole	2026-07-09
2026-03-31	$3,566,101	12,123	+6.6%	Shares	Sole	2026-04-10
2025-12-31	$3,665,252	11,375	-3.0%	Shares	Sole	2026-01-27
2025-09-30	$3,699,993	11,730	+0.1%	Shares	Sole	2025-12-19
2025-06-30	$3,396,005	11,714	+1.4%	Shares	Sole	2025-12-19
2025-03-31	$2,834,196	11,554	+3.7%	Shares	Sole	2025-12-19
2024-12-31	$2,672,047	11,147	+4.8%	Shares	Sole	2025-12-19
2024-09-30	$2,242,917	10,637	+54.5%	Shares	Sole	2025-12-19
2024-06-30	$1,392,155	6,883	+77.4%	Shares	Sole	2025-12-19
2024-03-31	$776,963	3,879	+3.3%	Shares	Sole	2025-12-19
2023-12-31	$638,895	3,756	-72.3%	Shares	Sole	2025-12-19
2021-12-31	$2,148,492	13,568	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.