Transform Wealth, LLC JPM Holdings History
Transform Wealth, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 110,301.00 shares of JPMorgan Chase & Co(JPM), totaling $27.06 Mil. This investment constitutes 1.64% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 16 purchases of JPM, at an average price of $130.16, for a total of 208,582.00 shares. In addition, there have been 12 sales at an average price of $126.22 for 98,281.00 shares. Based on historical transaction data and JPM's current price of $291.27, Transform Wealth, LLC's estimated gain on his JPM holdings is $17.38 Mil, reflecting a 64.03% gain to date.
Transform Wealth, LLC JPM ($291.27) Holding Chart
Transform Wealth, LLC JPM ($291.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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