A detailed history of Plotkin Financial Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 1,303 shares of JPM stock, worth $315,156. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,303
Holding current value
$315,156
% of portfolio
0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$194.9 - $224.8 $253,954 - $292,914
1,303 New
1,303 $275 Million
Q2 2024

Nov 14, 2024

SELL
$180.08 - $204.79 $4,502 - $5,119
-25 Reduced 2.04%
1,203 $243 Million
Q1 2024

Nov 14, 2024

SELL
$167.09 - $200.3 $6,015 - $7,210
-36 Reduced 2.85%
1,228 $246 Million
Q4 2023

Nov 14, 2024

BUY
$135.69 - $170.3 $171,512 - $215,259
1,264 New
1,264 $215 Million
Q1 2020

Nov 14, 2024

SELL
$79.03 - $141.09 $143,834 - $256,783
-1,820 Closed
0 $0
Q4 2019

Nov 14, 2024

BUY
$111.82 - $139.4 $57,810 - $72,069
517 Added 39.68%
1,820 $254 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $709B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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