A detailed history of Shira Ridge Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,934 shares of JPM stock, worth $466,500. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,934
Previous 1,941 0.36%
Holding current value
$466,500
Previous $393 Million 3.87%
% of portfolio
0.21%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

SELL
$194.9 - $224.8 $1,364 - $1,573
-7 Reduced 0.36%
1,934 $408 Million
Q2 2024

Jul 11, 2024

BUY
$180.08 - $204.79 $63,568 - $72,290
353 Added 22.23%
1,941 $393 Million
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $3,007 - $3,605
18 Added 1.15%
1,588 $318 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $3,663 - $4,598
27 Added 1.75%
1,570 $267 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $220,973 - $243,794
1,543 New
1,543 $224 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $708B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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