Worth Financial Advisory Group, LLC Jp Morgan Diversified Return I Transaction History

Worth Financial Advisory Group, LLC

$170 Billion
Q3 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 7,221 shares of JPIN stock, worth $411,308. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,221

Previous 7,087 1.89%

Holding current value

$411,308

Previous $392 Million 10.74%

% of portfolio

0.25%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$54.1 - $60.82 $7,249 - $8,149	134 Added 1.89%	7,221 $434 Million
Q2 2024 Jul 26, 2024	SELL	$53.9 - $57.66 $7,707 - $8,245	-143 Reduced 1.98%	7,087 $392 Million
Q1 2024 Apr 30, 2024	BUY	$52.64 - $56.44 $1,842 - $1,975	35 Added 0.49%	7,230 $407 Million
Q4 2023 Jan 19, 2024	BUY	$48.36 - $54.84 $16,539 - $18,755	342 Added 4.99%	7,195 $391 Million
Q3 2023 Oct 13, 2023	BUY	$50.43 - $54.11 $32,376 - $34,738	642 Added 10.34%	6,853 $346 Million
Q2 2023 Jul 28, 2023	BUY	$51.16 - $54.21 $13,301 - $14,094	260 Added 4.37%	6,211 $323 Million
Q1 2023 Apr 19, 2023	BUY	$49.3 - $53.28 $10,599 - $11,455	215 Added 3.75%	5,951 $311 Million
Q4 2022 Feb 13, 2023	BUY	$42.35 - $50.7 $242,919 - $290,815	5,736 New	5,736 $283 Million

Others Institutions Holding JPIN

# of Institutions

104

Shares Held

20.4M

Call Options Held

Put Options Held

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Worth Financial Advisory Group, LLC Jp Morgan Diversified Return I Transaction History