WFAG
Worth Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
17,488
+72
| +0.4% | +$20.9K | 3.11% | 5 |
|
|
2025
Q1 | $4.27M | Sell |
17,416
-299
| -2% | -$73.3K | 2.72% | 8 |
|
|
2024
Q4 | $4.25M | Sell |
17,715
-813
| -4% | -$195K | 2.61% | 8 |
|
|
2024
Q3 | $3.91M | Sell |
18,528
-104
| -0.6% | -$21.9K | 2.3% | 9 |
|
|
2024
Q2 | $3.77M | Buy |
18,632
+376
| +2% | +$76.1K | 2.47% | 8 |
|
|
2024
Q1 | $3.66M | Buy |
18,256
+751
| +4% | +$150K | 2.53% | 8 |
|
|
2023
Q4 | $2.98M | Buy |
17,505
+281
| +2% | +$47.8K | 2.38% | 10 |
|
|
2023
Q3 | $2.5M | Buy |
17,224
+347
| +2% | +$50.3K | 2.25% | 11 |
|
|
2023
Q2 | $2.45M | Sell |
16,877
-20
| -0.1% | -$2.91K | 2.28% | 12 |
|
|
2023
Q1 | $2.2M | Buy |
16,897
+583
| +4% | +$76K | 2.1% | 12 |
|
|
2022
Q4 | $2.19M | Buy |
+16,314
| New | +$2.19M | 2.54% | 8 |
|