PFA
Plotkin Financial Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
1,475
+100
| +7% | +$29K | 0.24% | 64 |
|
|
2025
Q1 | $337K | Buy |
1,375
+10
| +0.7% | +$2.45K | 0.21% | 68 |
|
|
2024
Q4 | $327K | Buy |
1,365
+62
| +5% | +$14.9K | 0.19% | 69 |
|
|
2024
Q3 | $275K | Buy |
1,303
+100
| +8% | +$21.1K | 0.16% | 77 |
|
|
2024
Q2 | $243K | Sell |
1,203
-25
| -2% | -$5.06K | 0.16% | 76 |
|
|
2024
Q1 | $246K | Sell |
1,228
-36
| -3% | -$7.21K | 0.16% | 77 |
|
|
2023
Q4 | $215K | Buy |
+1,264
| New | +$215K | 0.16% | 78 |
|
|
2020
Q1 | – | Sell |
-1,820
| Closed | -$254K | – | 64 |
|
|
2019
Q4 | $254K | Buy |
+1,820
| New | +$254K | 0.24% | 56 |
|