Transform Wealth, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History
Transform Wealth, LLC
- $1.6 Billion
- Q1 2025
A detailed history of Transform Wealth, LLC transactions in Jp Morgan Exch Traded Fd Tr Sh stock. As of the latest transaction made, Transform Wealth, LLC holds 164,368 shares of JSCP stock, worth $7.84 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
164,368
Previous 117,941
39.36%
Holding current value
$7.84 Million
Previous $5.5 Million
41.01%
% of portfolio
0.49%
Previous 0.31%
Shares
13 transactions
Others Institutions Holding JSCP
# of Institutions
103Shares Held
11.7MCall Options Held
0Put Options Held
0-
Ep Wealth Advisors, LLC Torrance, CA1.86MShares$88.9 Million0.61% of portfolio
-
Jpmorgan Chase & CO New York, NY1.38MShares$65.6 Million0.01% of portfolio
-
Hb Wealth Management, LLC1.11MShares$53 Million0.43% of portfolio
-
Cwm, LLC844KShares$40.2 Million0.12% of portfolio
-
Apella Capital, LLC450KShares$21.4 Million0.5% of portfolio