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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Plotkin Financial Advisors's JPM Position: Q1 2026 in Review

Plotkin Financial Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,549 shares worth $456K. The position accounts for 0.23% of the portfolio, ranked #60.

Plotkin Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 11 quarters since. The position peaked at $499K in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Plotkin Financial Advisors held 1,549 shares of JPMorgan Chase worth $456K as of Q1 2026.
  • Plotkin Financial Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.23% of Plotkin Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • Plotkin Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 11 quarters since.
  • Plotkin Financial Advisors's JPMorgan Chase position peaked at $499K in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.