A detailed history of Worth Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Worth Asset Management, LLC holds 2,079 shares of JPM stock, worth $425,758. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,079
Previous 1,611 29.05%
Holding current value
$425,758
Previous $274,000 51.82%
% of portfolio
0.27%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$167.09 - $200.3 $78,198 - $93,740
468 Added 29.05%
2,079 $416,000
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $218,596 - $274,353
1,611 New
1,611 $274,000
Q2 2023

Jul 11, 2023

SELL
$127.47 - $145.44 $13,129 - $14,980
-103 Reduced 6.65%
1,445 $210,000
Q1 2023

Apr 12, 2023

SELL
$124.91 - $143.8 $6,495 - $7,477
-52 Reduced 3.25%
1,548 $201,000
Q4 2022

Jan 12, 2023

BUY
$101.96 - $137.84 $39,764 - $53,757
390 Added 32.23%
1,600 $0
Q3 2022

Oct 07, 2022

SELL
$20.73 - $120.58 $829 - $4,823
-40 Reduced 3.2%
1,210 $126,000
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $160,375 - $210,550
1,250 New
1,250 $148,000

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 $601B
  • 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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