JPMorgan Chase & Co. shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Plotkin Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Plotkin Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $473k | 1.5k | 315.43 |
| 2025-06-30 | $428k | 1.5k | 289.91 |
| 2025-03-31 | $337k | 1.4k | 245.30 |
| 2024-12-31 | $327k | 1.4k | 239.71 |
| 2024-09-30 | $275k | 1.3k | 210.86 |
| 2024-06-30 | $243k | 1.2k | 202.26 |
| 2024-03-31 | $246k | 1.2k | 200.30 |
| 2023-12-31 | $215k | 1.3k | 170.10 |
| 2019-12-31 | $254k | 1.8k | 139.36 |
More positions owned by Plotkin Financial Advisors
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