Worth Financial Advisory Group Takes Major Stake in JPMorgan Chase
Worth Financial Advisory Group LLC, a financial advisory firm, has taken a significant position in JPMorgan Chase & Co. (NYSE:JPM), investing approximately $5.20 million in the financial services provider's stock.
The investment consists of 15,893 shares, which account for 2.2% of Worth Financial Advisory Group LLC's portfolio and make it their 14th largest holding.
According to recent filings with the Securities & Exchange Commission (SEC), other large investors have also been active in JPMorgan Chase & Co.'s stock, including Brighton Jones LLC, which increased its stake by 11.0% during the fourth quarter, and Acorns Advisers LLC, which raised its stake by 6.9% in the first quarter.