Transform Wealth, LLC Jpmorgan Chase & CO Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

A detailed history of Transform Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Transform Wealth, LLC holds 95,652 shares of JPM stock, worth $20.3 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

95,652

Previous 93,427 2.38%

Holding current value

$20.3 Million

Previous $18.7 Million 3.38%

% of portfolio

1.48%

Previous 1.83%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$180.08 - $204.79 $400,678 - $455,657	2,225 Added 2.38%	95,652 $19.3 Million
Q1 2024 Apr 15, 2024	SELL	$167.09 - $200.3 $1.55 Million - $1.86 Million	-9,282 Reduced 9.04%	93,427 $18.7 Million
Q4 2023 Jan 18, 2024	SELL	$135.69 - $170.3 $38,671 - $48,535	-285 Reduced 0.28%	102,709 $17.5 Million
Q3 2023 Oct 10, 2023	SELL	$143.21 - $158.0 $3 Million - $3.31 Million	-20,959 Reduced 16.91%	102,994 $14.9 Million
Q2 2023 Jul 13, 2023	BUY	$127.47 - $145.44 $110,643 - $126,241	868 Added 0.71%	123,953 $18 Million
Q1 2023 Apr 14, 2023	BUY	$124.91 - $143.8 $2.58 Million - $2.97 Million	20,654 Added 20.16%	123,085 $16 Million
Q4 2022 Jan 12, 2023	BUY	$101.96 - $137.84 $2.14 Million - $2.89 Million	20,959 Added 25.73%	102,431 $0
Q3 2022 Oct 21, 2022	SELL	$20.73 - $120.58 $48,860 - $284,207	-2,357 Reduced 2.81%	81,472 $8.51 Million
Q2 2022 Jul 15, 2022	BUY	$112.61 - $135.91 $121,731 - $146,918	1,081 Added 1.31%	83,829 $9.44 Million
Q1 2022 Apr 25, 2022	BUY	$128.3 - $168.44 $71,976 - $94,494	561 Added 0.68%	82,748 $11.3 Million
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $81,280 - $90,699	-528 Reduced 0.64%	82,187 $13 Million
Q3 2021 Oct 15, 2021	SELL	$146.97 - $166.98 $71,427 - $81,152	-486 Reduced 0.58%	82,715 $13.5 Million
Q2 2021 Jul 20, 2021	BUY	$147.37 - $166.44 $4.29 Million - $4.84 Million	29,083 Added 53.74%	83,201 $12.9 Million
Q1 2021 Apr 22, 2021	BUY	$125.65 - $157.65 $286,607 - $359,599	2,281 Added 4.4%	54,118 $8.24 Million
Q4 2020 Jan 20, 2021	SELL	$96.54 - $127.07 $2.95 Million - $3.88 Million	-30,552 Reduced 37.08%	51,837 $6.59 Million
Q3 2020 Oct 21, 2020	SELL	$91.28 - $103.82 $103,785 - $118,043	-1,137 Reduced 1.36%	82,389 $7.93 Million
Q2 2020 Jul 22, 2020	BUY	$84.03 - $113.45 $1.91 Million - $2.59 Million	22,789 Added 37.52%	83,526 $7.86 Million
Q1 2020 Apr 30, 2020	BUY	$79.03 - $141.09 $333,190 - $594,835	4,216 Added 7.46%	60,737 $5.47 Million
Q4 2019 Jan 24, 2020	BUY	$111.82 - $139.4 $796,941 - $993,503	7,127 Added 14.43%	56,521 $7.88 Million
Q3 2019 Oct 24, 2019	SELL	$104.8 - $120.23 $893,734 - $1.03 Million	-8,528 Reduced 14.72%	49,394 $5.81 Million
Q2 2019 Jul 30, 2019	SELL	$104.64 - $116.12 $932,551 - $1.03 Million	-8,912 Reduced 13.33%	57,922 $6.48 Million
Q1 2019 Apr 12, 2019	BUY	$97.11 - $107.19 $1.4 Million - $1.54 Million	14,388 Added 27.43%	66,834 $6.77 Million
Q4 2018 Jan 30, 2019	SELL	$92.14 - $115.32 $1.41 Million - $1.76 Million	-15,255 Reduced 22.53%	52,446 $5.12 Million
Q3 2018 Oct 25, 2018	BUY	$103.61 - $118.63 $1.88 Million - $2.16 Million	18,177 Added 36.7%	67,701 $7.64 Million
Q2 2018 Aug 03, 2018	SELL	$103.24 - $114.29 $272,760 - $301,954	-2,642 Reduced 5.06%	49,524 $5.16 Million
Q1 2018 May 03, 2018	BUY	$107.01 - $118.77 $2.91 Million - $3.23 Million	27,173 Added 108.72%	52,166 $5.74 Million
Q4 2017 Feb 08, 2018	BUY	$95.86 - $107.83 $1.07 Million - $1.2 Million	11,146 Added 80.49%	24,993 $2.67 Million
Q3 2017 Oct 19, 2017	BUY	$88.42 - $95.51 $1.22 Million - $1.32 Million	13,847	13,847 $1.32 Million

Others Institutions Holding JPM

# of Institutions

4,527

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $623B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Transform Wealth, LLC Jpmorgan Chase & CO Transaction History