Worth Financial Advisory Group, LLC Jp Morgan Diversified Return I Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 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 7,087 shares of JPIN stock, worth $420,684. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,087
Previous 7,230
1.98%
Holding current value
$420,684
Previous $407 Million
3.81%
% of portfolio
0.26%
Previous 0.28%
Shares
7 transactions
Others Institutions Holding JPIN
# of Institutions
103Shares Held
4.57MCall Options Held
0Put Options Held
0-
Ubs Group Ag634KShares$37.6 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC620KShares$36.8 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC453KShares$26.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY324KShares$19.2 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY262KShares$15.6 Million0.04% of portfolio