SRWM
JPM icon

Shira Ridge Wealth Management’s JPMorgan Chase JPM Stock Holding History

Shira Ridge Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$671K Hold
2,050
– – 0.23% 45
2026
Q1 		$603K Sell
2,050
-11
-0.5% -$3.34K 0.24% 45
2025
Q4 		$664K Sell
2,061
-110
-5% -$34.1K 0.27% 44
2025
Q3 		$685K Buy
2,171
+84
+4% +$25K 0.29% 43
2025
Q2 		$605K Sell
2,087
-25
-1% -$6.38K 0.28% 47
2025
Q1 		$518K Buy
2,112
+69
+3% +$17.6K 0.26% 48
2024
Q4 		$490K Buy
2,043
+109
+6% +$25.4K 0.24% 49
2024
Q3 		$408K Sell
1,934
-7
-0.4% -$1.47K 0.21% 59
2024
Q2 		$393K Buy
1,941
+353
+22% +$69K 0.22% 58
2024
Q1 		$318K Buy
1,588
+18
+1% +$3.25K 0.18% 63
2023
Q4 		$267K Buy
1,570
+27
+2% +$4.09K 0.16% 65
2023
Q3 		$224K Buy
+1,543
New +$231K 0.15% 65

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Shira Ridge Wealth Management's JPM Position: Q2 2026 in Review

Shira Ridge Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,050 shares worth $671K. The position accounts for 0.23% of the portfolio, ranked #45.

Shira Ridge Wealth Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $685K in Q3 2025. 3,450 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Shira Ridge Wealth Management held 2,050 shares of JPMorgan Chase worth $671K as of Q2 2026.
  • Shira Ridge Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.23% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Shira Ridge Wealth Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • Shira Ridge Wealth Management's JPMorgan Chase position peaked at $685K in Q3 2025.
  • 3,450 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.