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 108,367 shares of JSCP stock, worth $5.09 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
108,367
Previous 109,371 0.92%
Holding current value
$5.09 Million
Previous $5.07 Million 1.5%
% of portfolio
0.35%
Previous 0.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About JP MORGAN EXCH-TRADED FD TR SH


  • Ticker JSCP
  • Sector ETFs
  • Industry ETFs
More about JSCP
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