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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
Q3 		$473K Sell
1,431
-619
-30% -$217K 0.16% 50
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Shira Ridge Wealth Management's JPM Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its JPMorgan Chase (JPM) stake by 30% in Q3 2026, selling an estimated $217K and leaving 1,431 shares worth $473K. The position accounts for 0.16% of the portfolio, ranked #50.

Shira Ridge Wealth Management first reported a position in JPM in Q3 2023 and has held it in 13 quarters since. The position peaked at $685K in Q3 2025. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Shira Ridge Wealth Management held 1,431 shares of JPMorgan Chase worth $473K as of Q3 2026.
  • Shira Ridge Wealth Management sold 619 JPMorgan Chase shares in Q3 2026, an estimated $217K.
  • JPMorgan Chase made up 0.16% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Shira Ridge Wealth Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 13 quarters since.
  • Shira Ridge Wealth Management's JPMorgan Chase position peaked at $685K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.