Worth Financial Advisory Group, LLC JPM Holdings History
Worth Financial Advisory Group, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-06-30, Worth Financial Advisory Group, LLC held 17,488.00 shares of JPMorgan Chase & Co(JPM), totaling $5.07 Mil. This investment constitutes 3.11% of their stock portfolio, and Worth Financial Advisory Group, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2022Q4. And since then Worth Financial Advisory Group, LLC has made 6 purchases of JPM, at an average price of $131.86, for a total of 18,724.00 shares. In addition, there have been 4 sales at an average price of $235.10 for 1,236.00 shares. Based on historical transaction data and JPM's current price of $291.27, Worth Financial Advisory Group, LLC's estimated gain on his JPM holdings is $2.92 Mil, reflecting a 118.08% gain to date.
Worth Financial Advisory Group, LLC JPM ($291.27) Holding Chart
Worth Financial Advisory Group, LLC JPM ($291.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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