Position in JPM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$868,404
+$165,070 QoQ
Shares Held
2,653
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#3,798
of 5,058 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Worth Asset Management, LLC holds $1,776,089 across 3 Banks - Diversified names. JPM ranks #1 (48.9% of the industry book) .
All Filings in JPM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,404 | 2,653 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $703,334 | 2,391 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $617,693 | 1,917 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $458,003 | 1,452 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $516,907 | 1,783 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $417,987 | 1,704 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $424,046 | 1,769 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $365,418 | 1,733 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $435,463 | 2,153 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $416,422 | 2,079 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $274,029 | 1,611 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $210,159 | 1,445 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $201,719 | 1,548 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $214,559 | 1,600 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $126,444 | 1,210 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $140,761 | 1,250 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $170,399 | 1,250 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||