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

Transform Wealth, LLC

  • $1.75 Billion
  • Q4 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 117,941 shares of JSCP stock, worth $5.51 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
117,941
Previous 108,367 8.83%
Holding current value
$5.51 Million
Previous $5.15 Million 6.8%
% of portfolio
0.31%
Previous 0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$46.63 - $47.41 $446,435 - $453,903
9,574 Added 8.83%
117,941 $5.5 Million
Q3 2024

Oct 15, 2024
SELL
$46.16 - $47.63 $46,344 - $47,820
-1,004 Reduced 0.92%
108,367 $5.15 Million
Q2 2024

Jul 15, 2024
BUY
$45.82 - $46.47 $80,368 - $81,508
1,754 Added 1.63%
109,371 $5.07 Million
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
$44.87 - $46.09 $194,331 - $199,615
-4,331 Reduced 3.23%
129,838 $0
Q3 2022

Oct 21, 2022
SELL
$45.31 - $46.98 $2.63 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
75
Shares Held
7.23M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN EXCH-TRADED FD TR SH

JSCP Quotes by TradingView
  • Ticker JSCP
  • Sector ETFs
  • Industry ETFs
More about JSCP
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