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

Shira Ridge Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$685K	Buy
2025 Q2	$605K	Sell
2025 Q1	$518K	Buy
2024 Q4	$490K	Buy
2024 Q3	$408K	Sell
2024 Q2	$393K	Buy
2024 Q1	$318K	Buy
2023 Q4	$267K	Buy
2023 Q3	$224K	Buy