Plotkin Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Plotkin Financial Advisors’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	$543K	Buy	1,658 +109	+7%	+$33.9K	0.23%	59
2026 Q1	$456K	Hold	1,549	–	–	0.23%	60
2025 Q4	$499K	Buy	1,549 +49	+3%	+$15.2K	0.24%	60
2025 Q3	$473K	Buy	1,500 +25	+2%	+$7.43K	0.23%	63
2025 Q2	$428K	Buy	1,475 +100	+7%	+$25.5K	0.24%	64
2025 Q1	$337K	Buy	1,375 +10	+0.7%	+$2.55K	0.21%	68
2024 Q4	$327K	Buy	1,365 +62	+5%	+$14.4K	0.19%	69
2024 Q3	$275K	Buy	1,303 +100	+8%	+$21.1K	0.16%	77
2024 Q2	$243K	Sell	1,203 -25	-2%	-$4.89K	0.16%	76
2024 Q1	$246K	Sell	1,228 -36	-3%	-$6.5K	0.16%	77
2023 Q4	$215K	Buy	+1,264	New	+$192K	0.16%	78
2020 Q1	–	Sell	-1,820	Closed	-$254K	–	64
2019 Q4	$254K	Buy	+1,820	New	+$233K	0.24%	56

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Plotkin Financial Advisors's JPM Position: Q2 2026 in Review

Plotkin Financial Advisors increased its JPMorgan Chase (JPM) stake by 7% in Q2 2026, buying an estimated $33.9K and bringing the position to 1,658 shares worth $543K. The position accounts for 0.23% of the portfolio, ranked #59.

Plotkin Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 12 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Plotkin Financial Advisors held 1,658 shares of JPMorgan Chase worth $543K as of Q2 2026.
Plotkin Financial Advisors bought 109 JPMorgan Chase shares in Q2 2026, an estimated $33.9K.
JPMorgan Chase made up 0.23% of Plotkin Financial Advisors's portfolio in Q2 2026, its #59 holding.
Plotkin Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 12 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.