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Finivi Inc’s JPMorgan Chase JPM Stock Holding History

Finivi Inc’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4M Buy
12,207
+84
+0.7% +$26.1K 2.05% 14
2026
Q1 		$3.57M Buy
12,123
+748
+7% +$227K 1.95% 17
2025
Q4 		$3.67M Sell
11,375
-355
-3% -$110K 2.12% 15
2025
Q3 		$3.7M Buy
11,730
+16
+0.1% +$4.76K 2.36% 14
2025
Q2 		$3.4M Buy
11,714
+160
+1% +$40.8K 2.3% 14
2025
Q1 		$2.83M Buy
11,554
+407
+4% +$104K 2.28% 18
2024
Q4 		$2.67M Buy
11,147
+510
+5% +$119K 2.14% 18
2024
Q3 		$2.24M Buy
10,637
+3,754
+55% +$791K 1.82% 21
2024
Q2 		$1.39M Buy
6,883
+3,004
+77% +$587K 1.15% 28
2024
Q1 		$777K Buy
3,879
+123
+3% +$22.2K 0.7% 39
2023
Q4 		$639K Buy
+3,756
New +$569K 0.62% 45
2021
Q4 		$2.15M Buy
+13,568
New +$2.23M 2.27% 13

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Finivi Inc's JPM Position: Q2 2026 in Review

Finivi Inc increased its JPMorgan Chase (JPM) stake by 0.69% in Q2 2026, buying an estimated $26.1K and bringing the position to 12,207 shares worth $4M. The position accounts for 2.05% of the portfolio, ranked #14.

Finivi Inc first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 5,048 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Finivi Inc held 12,207 shares of JPMorgan Chase worth $4M as of Q2 2026.
  • Finivi Inc bought 84 JPMorgan Chase shares in Q2 2026, an estimated $26.1K.
  • JPMorgan Chase made up 2.05% of Finivi Inc's portfolio in Q2 2026, its #14 holding.
  • Finivi Inc first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • 5,048 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.