JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Finivi Inc.'s Holding History (CIK: 0002101641)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 11,375 Value ($000) $3,665 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 11,730 Value ($000) $3,700 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 11,714 Value ($000) $3,396 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 11,554 Value ($000) $2,834 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 11,147 Value ($000) $2,672 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 10,637 Value ($000) $2,243 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 6,883 Value ($000) $1,392 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 3,879 Value ($000) $777 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 3,756 Value ($000) $639 Avg Close $144.89 Range $129.30 - $163.25

Q4 2021

Shares 13,568 Value ($000) $2,148 Avg Close $147.83 Range $136.71 - $155.72

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	11,375	$3,665	$309.53	$290.54 - $330.86
Q3 2025	11,730	$3,700	$295.93	$278.95 - $316.47
Q2 2025	11,714	$3,396	$252.67	$200.22 - $289.84
Q1 2025	11,554	$2,834	$250.91	$220.72 - $275.86
Q4 2024	11,147	$2,672	$228.03	$198.89 - $249.04
Q3 2024	10,637	$2,243	$204.96	$185.80 - $219.46
Q2 2024	6,883	$1,392	$189.18	$173.46 - $199.28
Q1 2024	3,879	$777	$173.61	$158.11 - $193.16
Q4 2023	3,756	$639	$144.89	$129.30 - $163.25
Q4 2021	13,568	$2,148	$147.83	$136.71 - $155.72