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Livermore
Livermore
ZHEN

Worth Asset Management, LLC

SEC CIK
0001927285
Latest filing
Jul 8, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Worth Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
2,653
Value
$868.3K
% of portfolio
0.3%
Quarters held
17
Since Q1 2022
Holdings of JPM by Worth Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,653$868.3K0.3%+262+11.0%AddedHolders
Q1 20262,391$703.4K0.3%+474+24.7%AddedHolders
Q4 20251,917$617.6K0.3%+465+32.0%AddedHolders
Q3 20251,452$458.1K0.2%−331−18.6%ReducedHolders
Q2 20251,783$516.9K0.3%+79+4.6%AddedHolders
Q1 20251,704$418.0K0.2%−65−3.7%ReducedHolders
Q4 20241,769$424.0K0.2%+36+2.1%AddedHolders
Q3 20241,733$365.4K0.2%−420−19.5%ReducedHolders
Q2 20242,153$435.5K0.3%+74+3.6%AddedHolders
Q1 20242,079$416.4K0.3%+468+29.1%AddedHolders
Q4 20231,611$274.0K0.2%+1,611NewHolders
Q3 20230$00.0%−1,445−100.0%Sold outHolders
Q2 20231,445$210.2K0.2%−103−6.7%ReducedHolders
Q1 20231,548$201.7K0.2%−52−3.3%ReducedHolders
Q4 20221,600$214.6K0.1%+390+32.2%AddedHolders
Q3 20221,210$126.0K0.1%−40−3.2%ReducedHolders
Q2 20221,250$140.0K0.1%00.0%UnchangedHolders
Q1 20221,250$148.0K0.1%–No prior filingHolders