Worth Financial Advisory Group, LLC Jp Morgan Diversified Return I Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 6,834 shares of JPIN stock, worth $398,832. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,834
Previous 7,221
5.36%
Holding current value
$398,832
Previous $434 Million
15.63%
% of portfolio
0.23%
Previous 0.25%
Shares
9 transactions
Others Institutions Holding JPIN
# of Institutions
106Shares Held
4.18MCall Options Held
0Put Options Held
0-
Wealth Enhancement Advisory Services, LLC583KShares$34 Million0.07% of portfolio
-
Ubs Group Ag570KShares$33.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY309KShares$18 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY239KShares$14 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC232KShares$13.5 Million0.0% of portfolio