A detailed history of Worth Financial Advisory Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 18,632 shares of JPM stock, worth $3.95 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares
18,632
Previous 18,256 2.06%
Holding current value
$3.95 Million
Previous $3.66 Billion 3.06%
% of portfolio
2.47%
Previous 2.53%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$180.08 - $204.79 $67,710 - $77,001
376 Added 2.06%
18,632 $3.77 Billion
Q1 2024

Apr 30, 2024

BUY
$167.09 - $200.3 $125,484 - $150,425
751 Added 4.29%
18,256 $3.66 Billion
Q4 2023

Jan 19, 2024

BUY
$135.69 - $170.3 $38,128 - $47,854
281 Added 1.63%
17,505 $2.98 Billion
Q3 2023

Oct 13, 2023

BUY
$143.21 - $158.0 $49,693 - $54,826
347 Added 2.06%
17,224 $2.5 Billion
Q2 2023

Jul 28, 2023

SELL
$127.47 - $145.44 $2,549 - $2,908
-20 Reduced 0.12%
16,877 $2.45 Billion
Q1 2023

Apr 19, 2023

BUY
$124.91 - $143.8 $72,822 - $83,835
583 Added 3.57%
16,897 $2.2 Billion
Q4 2022

Feb 13, 2023

BUY
$101.96 - $137.84 $1.66 Million - $2.25 Million
16,314 New
16,314 $2.19 Billion

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 $623B
  • 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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