Transform Wealth, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History

Transform Wealth, LLC

$1.02 Billion
Q1 2024

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 107,617 shares of JSCP stock, worth $4.98 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

107,617

Previous 105,836 1.68%

Holding current value

$4.98 Million

Previous $4.93 Million 1.64%

% of portfolio

0.49%

Previous 0.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$46.15 - $46.75 $82,193 - $83,261	1,781 Added 1.68%	107,617 $5.01 Million
Q4 2023 Jan 18, 2024	SELL	$44.84 - $46.72 $13,362 - $13,922	-298 Reduced 0.28%	105,836 $4.93 Million
Q3 2023 Oct 10, 2023	BUY	$45.25 - $46.0 $72,400 - $73,600	1,600 Added 1.53%	106,134 $4.81 Million
Q2 2023 Jul 13, 2023	BUY	$45.77 - $46.46 $45,174 - $45,856	987 Added 0.95%	104,534 $4.79 Million
Q1 2023 Apr 14, 2023	SELL	$45.52 - $46.65 $1.2 Million - $1.23 Million	-26,291 Reduced 20.25%	103,547 $4.79 Million

Q4 2022 Jan 12, 2023	SELL	$44.96 - $46.09 $194,721 - $199,615	-4,331 Reduced 3.23%	129,838 $0
Q3 2022 Oct 21, 2022	SELL	$45.58 - $46.98 $2.64 Million - $2.72 Million	-57,961 Reduced 30.17%	134,169 $6.08 Million
Q2 2022 Jul 15, 2022	BUY	$46.18 - $47.71 $708,262 - $731,728	15,337 Added 8.68%	192,130 $8.92 Million
Q1 2022 Apr 25, 2022	BUY	$47.66 - $49.72 $8.43 Million - $8.79 Million	176,793 New	176,793 $8.45 Million

Others Institutions Holding JSCP

# of Institutions

Shares Held

6.73M

Call Options Held

Put Options Held

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About JP MORGAN EXCH-TRADED FD TR SH

Ticker JSCP
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Transform Wealth, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History