Shira Ridge Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
2,087
-25
| -1% | -$7.25K | 0.28% | 47 |
|
|
2025
Q1 | $518K | Buy |
2,112
+69
| +3% | +$16.9K | 0.26% | 48 |
|
|
2024
Q4 | $490K | Buy |
2,043
+109
| +6% | +$26.1K | 0.24% | 49 |
|
|
2024
Q3 | $408K | Sell |
1,934
-7
| -0.4% | -$1.48K | 0.21% | 59 |
|
|
2024
Q2 | $393K | Buy |
1,941
+353
| +22% | +$71.4K | 0.22% | 58 |
|
|
2024
Q1 | $318K | Buy |
1,588
+18
| +1% | +$3.61K | 0.18% | 63 |
|
|
2023
Q4 | $267K | Buy |
1,570
+27
| +2% | +$4.59K | 0.16% | 65 |
|
|
2023
Q3 | $224K | Buy |
+1,543
| New | +$224K | 0.15% | 65 |
|