JPMorgan Chase & Co. shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 17k | 315.42 |
| 2025-06-30 | $5.1M | 18k | 289.92 |
| 2025-03-31 | $4.3M | 17k | 245.30 |
| 2024-12-31 | $4.2M | 18k | 239.71 |
| 2024-09-30 | $3.9M | 19k | 210.86 |
| 2024-06-30 | $3.8M | 19k | 202.26 |
| 2024-03-31 | $3.7M | 18k | 200.30 |
| 2023-12-31 | $3.0M | 18k | 170.10 |
| 2023-09-30 | $2.5M | 17k | 145.02 |
| 2023-06-30 | $2.5M | 17k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
More positions owned by Worth Financial Advisory Group
View all positions for Worth Financial Advisory Group