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Worth Financial Advisory Group, LLC → JPM-PM
Worth Financial Advisory Group, LLC JPM-PM Position History
JPM-PM
Quarters held
15
Latest value
$487K
Q3 2026
Peak value
$5.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.4M |
| Q3 2025 | $3.9M |
| Q3 2025 | $407K |
| Q4 2025 | $5.5M |
| Q4 2025 | $3.8M |
| Q4 2025 | $237K |
| Q4 2025 | $424K |
| Q2 2026 | $5.2M |
| Q2 2026 | $2.5M |
| Q2 2026 | $912K |
| Q2 2026 | $490K |
| Q3 2026 | $5.1M |
| Q3 2026 | $2.2M |
| Q3 2026 | $947K |
| Q3 2026 | $487K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $487K | 5.0K | — | — |
| Q3 2026 | $947K | 15.5K | — | — |
| Q3 2026 | $2.2M | 38.6K | — | — |
| Q3 2026 | $5.1M | 15.5K | — | — |
| Q2 2026 | $490K | 5.0K | — | — |
| Q2 2026 | $912K | 14.8K | — | — |
| Q2 2026 | $2.5M | 43.8K | — | — |
| Q2 2026 | $5.2M | 15.9K | — | — |
| Q4 2025 | $424K | 4.6K | — | — |
| Q4 2025 | $237K | 4.1K | — | — |
| Q4 2025 | $3.8M | 67.0K | — | — |
| Q4 2025 | $5.5M | 17.1K | — | — |
| Q3 2025 | $407K | 4.3K | — | — |
| Q3 2025 | $3.9M | 68.5K | — | — |
| Q3 2025 | $5.4M | 17.1K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B