Worth Financial Advisory Group, LLC Jp Morgan Diversified Return I Transaction History
Worth Financial Advisory Group, LLC
- $206 Billion
- Q4 2025
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 6,866 shares of JPIN stock, worth $468,535. This represents 0.23% of its overall portfolio holdings.
Number of Shares
6,866
Previous 6,914
0.69%
Holding current value
$468,535
Previous $461 Million
1.59%
% of portfolio
0.23%
Previous 0.26%
Shares
13 transactions
Others Institutions Holding JPIN
# of Institutions
116Shares Held
4.2MCall Options Held
0Put Options Held
0-
Ubs Group Ag478KShares$32.6 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC470KShares$32.1 Million0.05% of portfolio
-
Morgan Stanley New York, NY305KShares$20.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC217KShares$14.8 Million0.0% of portfolio
-
Cerity Partners LLC New York, NY208KShares$14.2 Million0.02% of portfolio