Transform Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $27.1M | Buy |
110,301
+1,288
| +1% | +$328K | 1.64% | 10 |
|
|
2024
Q4 | $26.1M | Buy |
109,013
+12,334
| +13% | +$2.87M | 1.45% | 13 |
|
|
2024
Q3 | $20.4M | Buy |
96,679
+1,027
| +1% | +$216K | 1.35% | 12 |
|
|
2024
Q2 | $19.3M | Buy |
95,652
+2,225
| +2% | +$435K | 1.45% | 15 |
|
|
2024
Q1 | $18.7M | Sell |
93,427
-9,282
| -9% | -$1.67M | 1.78% | 13 |
|
|
2023
Q4 | $17.5M | Sell |
102,709
-285
| -0.3% | -$43.2K | 1.7% | 12 |
|
|
2023
Q3 | $14.9M | Sell |
102,994
-20,959
| -17% | -$3.14M | 1.58% | 14 |
|
|
2023
Q2 | $18M | Buy |
123,953
+868
| +0.7% | +$119K | 1.62% | 12 |
|
|
2023
Q1 | $16M | Buy |
123,085
+20,654
| +20% | +$2.83M | 1.51% | 14 |
|
|
2022
Q4 | $13.7M | Buy |
102,431
+20,959
| +26% | +$2.66M | 1.54% | 13 |
|
|
2022
Q3 | $8.51M | Sell |
81,472
-2,357
| -3% | -$270K | 1.11% | 27 |
|
|
2022
Q2 | $9.44M | Buy |
83,829
+1,081
| +1% | +$134K | 1.4% | 20 |
|
|
2022
Q1 | $11.3M | Buy |
82,748
+561
| +0.7% | +$82.8K | 1.26% | 21 |
|
|
2021
Q4 | $13M | Sell |
82,187
-528
| -0.6% | -$86.7K | 1.36% | 22 |
|
|
2021
Q3 | $13.5M | Sell |
82,715
-486
| -0.6% | -$76.2K | 1.55% | 14 |
|
|
2021
Q2 | $12.9M | Buy |
83,201
+29,083
| +54% | +$4.57M | 1.58% | 15 |
|
|
2021
Q1 | $8.24M | Buy |
54,118
+2,281
| +4% | +$328K | 1.65% | 10 |
|
|
2020
Q4 | $6.59M | Sell |
51,837
-30,552
| -37% | -$3.41M | 1.38% | 17 |
|
|
2020
Q3 | $7.93M | Sell |
82,389
-1,137
| -1% | -$112K | 1.28% | 20 |
|
|
2020
Q2 | $7.86M | Buy |
83,526
+22,789
| +38% | +$2.16M | 1.35% | 18 |
|
|
2020
Q1 | $5.47M | Buy |
60,737
+4,216
| +7% | +$512K | 1.17% | 19 |
|
|
2019
Q4 | $7.88M | Buy |
56,521
+7,127
| +14% | +$914K | 1.25% | 15 |
|
|
2019
Q3 | $5.81M | Sell |
49,394
-8,528
| -15% | -$965K | 1.03% | 23 |
|
|
2019
Q2 | $6.47M | Sell |
57,922
-8,912
| -13% | -$983K | 0.95% | 23 |
|
|
2019
Q1 | $6.76M | Buy |
66,834
+14,388
| +27% | +$1.48M | 1.26% | 19 |
|
|
2018
Q4 | $5.12M | Sell |
52,446
-15,255
| -23% | -$1.63M | 1.05% | 31 |
|
|
2018
Q3 | $7.64M | Buy |
67,701
+18,177
| +37% | +$2.06M | 1.33% | 19 |
|
|
2018
Q2 | $5.16M | Sell |
49,524
-2,642
| -5% | -$290K | 0.93% | 33 |
|
|
2018
Q1 | $5.74M | Buy |
52,166
+27,173
| +109% | +$3.08M | 1.09% | 21 |
|
|
2017
Q4 | $2.67M | Buy |
24,993
+11,146
| +80% | +$1.13M | 0.49% | 71 |
|
|
2017
Q3 | $1.32M | Buy |
+13,847
| New | +$1.28M | 0.46% | 76 |
|
Other funds holding JPM
Transform Wealth's JPM Position: Q1 2025 in Review
Transform Wealth increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2025, buying an estimated $328K and bringing the position to 110,301 shares worth $27.1M. The position accounts for 1.64% of the portfolio, ranked #10.
Transform Wealth first reported a position in JPM in Q3 2017 and has held it in 31 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q1 2025.
- Transform Wealth held 110,301 shares of JPMorgan Chase worth $27.1M as of Q1 2025.
- Transform Wealth bought 1,288 JPMorgan Chase shares in Q1 2025, an estimated $328K.
- JPMorgan Chase made up 1.64% of Transform Wealth's portfolio in Q1 2025, its #10 holding.
- Transform Wealth first reported a position in JPMorgan Chase in Q3 2017 and has held it in 31 quarters since.
- 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.