Transform Wealth, LLC Jp Morgan Exch Traded Fd Tr Sh Transaction History
Transform Wealth, LLC
- $1.46 Billion
- Q3 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 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
Others Institutions Holding JSCP
# of Institutions
63Shares Held
7.11MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.52MShares$71.5 Million0.01% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA1.08MShares$50.8 Million0.54% of portfolio
-
Wms Partners, LLC950KShares$44.6 Million2.91% of portfolio
-
5th Street Advisors, LLC464KShares$21.8 Million11.19% of portfolio
-
Roof Eidam & Maycock331KShares$15.6 Million4.06% of portfolio