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 $7.72 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

164,368

Previous 117,941 39.36%

Holding current value

$7.72 Million

Previous $5.5 Million 41.01%

% of portfolio

0.49%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$46.45 - $47.26 $2.16 Million - $2.19 Million	46,427 Added 39.36%	164,368 $7.75 Million
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

Shares Held

9.68M

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