JPMorgan Chase & Co. shares owned by Shira Ridge Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Shira Ridge Wealth Management
from 13F filings
Historical chart of Shira Ridge Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Shira Ridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $685k | 2.2k | 315.37 |
| 2025-06-30 | $605k | 2.1k | 289.85 |
| 2025-03-31 | $518k | 2.1k | 245.25 |
| 2024-12-31 | $490k | 2.0k | 239.66 |
| 2024-09-30 | $408k | 1.9k | 210.82 |
| 2024-06-30 | $393k | 1.9k | 202.23 |
| 2024-03-31 | $318k | 1.6k | 200.26 |
| 2023-12-31 | $267k | 1.6k | 170.07 |
| 2023-09-30 | $224k | 1.5k | 144.98 |
More positions owned by Shira Ridge Wealth Management
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