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Disclosery

Transform Wealth, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Transform Wealth, LLC on JPM, newest first. How the timeline and the estimate are built.

Transform Wealth, LLC held 110,301 JPM shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 110,301 shares
    Change vs previous 13F +1,288 shares

    1.64% of the 13F portfolio, value $27,056,806.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 109,013 shares
    Change vs previous 13F +12,334 shares

    1.45% of the 13F portfolio, value $26,131,626.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 96,679 shares
    Change vs previous 13F +1,027 shares

    1.35% of the 13F portfolio, value $20,385,754.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 95,652 shares
    Change vs previous 13F +2,225 shares

    1.45% of the 13F portfolio, value $19,346,582.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 93,427 shares
    Change vs previous 13F -9,282 shares

    1.78% of the 13F portfolio, value $18,713,390.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F/A 102,709 shares
    Change vs previous 13F -285 shares

    1.7% of the 13F portfolio, value $17,470,853.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 102,994 shares
    Change vs previous 13F -20,959 shares

    1.58% of the 13F portfolio, value $14,936,263.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 123,953 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $18,027,622.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).