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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

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Quarterly reported holdings in JPMorgan Chase & Co. by Plotkin Financial Advisors

Quarter filed Position value Share count Share price at filing
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

Vanguard Total Stock Market Etf Etf (VTI)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
First Trust Rising Dividend Achievers Etf Etf (RDVY)
Invesco Qqq Trust Series I Etf (QQQ)
Vaneck Semiconductor Etf Etf (SMH)
Vanguard Dividend Appreciation Etf Etf (VIG)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Apple Stock (AAPL)
First Trust Capital Strength Etf Etf (FTCS)
First Trust Multi Cap Growth Alphadex Fund Etf (FAD)
Proshares Ultra S&p 500 Etf (SSO)
Spdr S&p 500 Etf Trust Etf (SPY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
First Trust Dow Jones Internet Index Fund Etf (FDN)

View all positions for Plotkin Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.