Transform Wealth, LLC’s Jpmorgan Chase & Co Position
Does Transform Wealth, LLC own Jpmorgan Chase & Co (JPM)? Yes — 110.3K shares worth $27M (+1.64% of its 13F portfolio) as of Q1 2025, up from 109.0K shares the prior filed quarter.
Position Value
$27M
Q1 2025
Shares
110.3K
% of Portfolio
+1.64%
Quarters Held
26
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 110.3K | $27M | +1.64% |
| Q4 2024 | 109.0K | $26M | +1.45% |
| Q3 2024 | 96.7K | $20M | +1.35% |
| Q2 2024 | 95.7K | $19M | +1.45% |
| Q1 2024 | 93.4K | $19M | +1.78% |
| Q4 2023 | 102.7K | $17M | +1.70% |
| Q3 2023 | 103.0K | $15M | +1.58% |
| Q2 2023 | 124.0K | $18M | +1.62% |
| Q1 2023 | 123.1K | $16M | +1.51% |
| Q4 2022 | 102.4K | $14M | +1.54% |
| Q3 2022 | 81.5K | $9M | +1.11% |
| Q2 2022 | 83.8K | $9M | +1.40% |
| Q1 2022 | 82.7K | $11M | +1.26% |
| Q4 2021 | 82.2K | $13M | +1.36% |
| Q3 2021 | 82.7K | $14M | +1.55% |
| Q2 2021 | 83.2K | $13M | +1.58% |
| Q1 2021 | 54.1K | $8M | +1.65% |
| Q4 2020 | 51.8K | $7M | +1.38% |
| Q3 2020 | 82.4K | $8M | +1.28% |
| Q2 2020 | 83.5K | $8M | +1.35% |
| Q1 2020 | 60.7K | $5M | +1.17% |
| Q4 2019 | 56.5K | $8M | +1.25% |
| Q3 2019 | 49.4K | $6M | +1.03% |
| Q2 2019 | 57.9K | $6M | +0.95% |
| Q1 2019 | 66.8K | $7M | +1.26% |
| Q4 2018 | 52.4K | $5M | +1.05% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of JPM.