Ownership history in Transform Wealth, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 110,301 | +1,288 | +1.2% | 1.64% | $27.1M | $240.37 |
| 2024 Q4 | ADDED | 109,013 | +12,334 | +12.8% | 1.45% | $26.1M | $233.69 |
| 2024 Q3 | ADDED | 96,679 | +1,027 | +1.1% | 1.35% | $20.4M | $204.31 |
| 2024 Q2 | ADDED | 95,652 | +2,225 | +2.4% | 1.45% | $19.3M | $194.90 |
| 2024 Q1 | REDUCED | 93,427 | -9,282 | -9.0% | 1.78% | $18.7M | $191.89 |
| 2023 Q4 | REDUCED | 102,709 | -285 | -0.3% | 1.70% | $17.5M | $161.96 |
| 2023 Q3 | REDUCED | 102,994 | -20,959 | -16.9% | 1.58% | $14.9M | $137.07 |
| 2023 Q2 | ADDED | 123,953 | +868 | +0.7% | 1.62% | $18.0M | $136.53 |
| 2023 Q1 | ADDED | 123,085 | +20,654 | +20.2% | 1.51% | $16.0M | $121.37 |
| 2022 Q4 | ADDED | 102,431 | +20,959 | +25.7% | 1.54% | $13.7M | $123.99 |
As of 2025 Q4 — sorted by position size