Worth Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History

Worth Financial Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.2M	Buy	+15,893	New	+$4.94M	2.17%	10
2026 Q1	–	Sell	-17,077	Closed	-$5.5M	–	121
2025 Q4	$5.5M	Sell	17,077 -15	-0.1%	-$4.64K	2.67%	7
2025 Q3	$5.39M	Sell	17,092 -396	-2%	-$118K	3.02%	6
2025 Q2	$5.07M	Buy	17,488 +72	+0.4%	+$18.4K	3.11%	5
2025 Q1	$4.27M	Sell	17,416 -299	-2%	-$76.2K	2.72%	8
2024 Q4	$4.25M	Sell	17,715 -813	-4%	-$189K	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%	+$73.5K	2.47%	8
2024 Q1	$3.66M	Buy	18,256 +751	+4%	+$136K	2.53%	8
2023 Q4	$2.98M	Buy	17,505 +281	+2%	+$42.6K	2.38%	10
2023 Q3	$2.5M	Buy	17,224 +347	+2%	+$52K	2.25%	11
2023 Q2	$2.45M	Sell	16,877 -20	-0.1%	-$2.75K	2.28%	12
2023 Q1	$2.2M	Buy	16,897 +583	+4%	+$79.9K	2.1%	12
2022 Q4	$2.19M	Buy	+16,314	New	+$2.07M	2.54%	8

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Worth Financial Advisory Group's JPM Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 15,893 shares worth $5.2M. The stake represents 2.17% of the portfolio and ranks #10 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in JPM as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.5M in Q4 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Worth Financial Advisory Group held 15,893 shares of JPMorgan Chase worth $5.2M as of Q2 2026.
JPMorgan Chase was a new Worth Financial Advisory Group position in Q2 2026.
JPMorgan Chase made up 2.17% of Worth Financial Advisory Group's portfolio in Q2 2026, its #10 holding.
Worth Financial Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's JPMorgan Chase position peaked at $5.5M in Q4 2025.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.