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Disclosery

Worth Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Worth Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Worth Asset Management, LLC held 3,195 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,195 shares
    Change vs previous 13F +542 shares

    0.31% of the 13F portfolio, value $1,056,992.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,653 shares
    Change vs previous 13F +262 shares

    0.28% of the 13F portfolio, value $868,334.

    13F-HR 0001927285-26-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,391 shares
    Change vs previous 13F +474 shares

    0.26% of the 13F portfolio, value $703,434.

    13F-HR 0001927285-26-000003 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,917 shares
    Change vs previous 13F +465 shares

    0.26% of the 13F portfolio, value $617,641.

    13F-HR 0001927285-26-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,452 shares
    Change vs previous 13F -331 shares

    0.21% of the 13F portfolio, value $458,116.

    13F-HR 0001927285-25-000006 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,783 shares
    Change vs previous 13F +79 shares

    0.25% of the 13F portfolio, value $516,886.

    13F-HR 0001927285-25-000005 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,704 shares
    Change vs previous 13F -65 shares

    0.23% of the 13F portfolio, value $418,029.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,769 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $423,986.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).