Transform Wealth, LLC Jpmorgan Chase & CO Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Transform Wealth, LLC holds 110,301 shares of JPM stock, worth $32.9 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

110,301

Previous 109,013 1.18%

Holding current value

$32.9 Million

Previous $26.1 Million 3.54%

% of portfolio

1.69%

Previous 1.49%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$225.19 - $279.95 $290,044 - $360,575	1,288 Added 1.18%	110,301 $27.1 Million
Q4 2024 Jan 16, 2025	BUY	$205.18 - $250.29 $2.53 Million - $3.09 Million	12,334 Added 12.76%	109,013 $26.1 Million
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $200,162 - $230,869	1,027 Added 1.07%	96,679 $20.4 Million
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

5,350

Shares Held

2.02B

Call Options Held

28.7M

Put Options Held

30.3M

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 $876B
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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Jpmorgan Chase & CO Transaction History