Transform Wealth’s JPMorgan Chase JPM Stock Holding History

Transform Wealth’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$27.1M	Buy	110,301 +1,288	+1%	+$316K	1.64%	10
2024 Q4	$26.1M	Buy	109,013 +12,334	+13%	+$2.96M	1.45%	13
2024 Q3	$20.4M	Buy	96,679 +1,027	+1%	+$217K	1.35%	12
2024 Q2	$19.3M	Buy	95,652 +2,225	+2%	+$450K	1.45%	15
2024 Q1	$18.7M	Sell	93,427 -9,282	-9%	-$1.86M	1.78%	13
2023 Q4	$17.5M	Sell	102,709 -285	-0.3%	-$48.5K	1.7%	12
2023 Q3	$14.9M	Sell	102,994 -20,959	-17%	-$3.04M	1.58%	14
2023 Q2	$18M	Buy	123,953 +868	+0.7%	+$126K	1.62%	12
2023 Q1	$16M	Buy	123,085 +20,654	+20%	+$2.69M	1.51%	14
2022 Q4	$13.7M	Buy	102,431 +20,959	+26%	+$2.81M	1.54%	13
2022 Q3	$8.51M	Sell	81,472 -2,357	-3%	-$246K	1.11%	27
2022 Q2	$9.44M	Buy	83,829 +1,081	+1%	+$122K	1.4%	20
2022 Q1	$11.3M	Buy	82,748 +561	+0.7%	+$76.5K	1.26%	21
2021 Q4	$13M	Sell	82,187 -528	-0.6%	-$83.6K	1.36%	22
2021 Q3	$13.5M	Sell	82,715 -486	-0.6%	-$79.6K	1.55%	14
2021 Q2	$12.9M	Buy	83,201 +29,083	+54%	+$4.52M	1.58%	15
2021 Q1	$8.24M	Buy	54,118 +2,281	+4%	+$347K	1.65%	10
2020 Q4	$6.59M	Sell	51,837 -30,552	-37%	-$3.88M	1.38%	17
2020 Q3	$7.93M	Sell	82,389 -1,137	-1%	-$109K	1.28%	20
2020 Q2	$7.86M	Buy	83,526 +22,789	+38%	+$2.14M	1.35%	18
2020 Q1	$5.47M	Buy	60,737 +4,216	+7%	+$380K	1.17%	19
2019 Q4	$7.88M	Buy	56,521 +7,127	+14%	+$994K	1.25%	15
2019 Q3	$5.81M	Sell	49,394 -8,528	-15%	-$1M	1.03%	23
2019 Q2	$6.48M	Sell	57,922 -8,912	-13%	-$996K	0.95%	23
2019 Q1	$6.77M	Buy	66,834 +14,388	+27%	+$1.46M	1.26%	19
2018 Q4	$5.12M	Sell	52,446 -15,255	-23%	-$1.49M	1.05%	31
2018 Q3	$7.64M	Buy	67,701 +18,177	+37%	+$2.05M	1.33%	19
2018 Q2	$5.16M	Sell	49,524 -2,642	-5%	-$275K	0.93%	33
2018 Q1	$5.74M	Buy	52,166 +27,173	+109%	+$2.99M	1.09%	21
2017 Q4	$2.67M	Buy	24,993 +11,146	+80%	+$1.19M	0.49%	71
2017 Q3	$1.32M	Buy	+13,847	New	+$1.32M	0.46%	76