A detailed history of Finivi Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Finivi Inc. holds 11,730 shares of JPM stock, worth $3.52 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
11,730
Previous 11,714 0.14%
Holding current value
$3.52 Million
Previous $3.4 Billion 8.95%
% of portfolio
2.36%
Previous 2.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 19, 2025

BUY
$282.78 - $316.06 $4,524 - $5,056
16 Added 0.14%
11,730 $3.7 Billion
Q2 2025

Dec 19, 2025

BUY
$210.28 - $289.91 $33,644 - $46,385
160 Added 1.38%
11,714 $3.4 Billion
Q1 2025

Dec 19, 2025

BUY
$225.19 - $279.95 $91,652 - $113,939
407 Added 3.65%
11,554 $2.83 Billion
Q4 2024

Dec 19, 2025

BUY
$205.18 - $250.29 $104,641 - $127,647
510 Added 4.79%
11,147 $2.67 Billion
Q3 2024

Dec 19, 2025

BUY
$194.9 - $224.8 $731,654 - $843,899
3,754 Added 54.54%
10,637 $2.24 Billion
Q2 2024

Dec 19, 2025

BUY
$180.08 - $204.79 $540,960 - $615,189
3,004 Added 77.44%
6,883 $1.39 Billion
Q1 2024

Dec 19, 2025

BUY
$167.09 - $200.3 $20,552 - $24,636
123 Added 3.27%
3,879 $777 Million
Q4 2023

Dec 19, 2025

SELL
$135.69 - $170.3 $1.33 Million - $1.67 Million
-9,812 Reduced 72.32%
3,756 $639 Million
Q4 2021

Dec 19, 2025

BUY
$153.94 - $171.78 $2.09 Million - $2.33 Million
13,568 New
13,568 $2.15 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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