Shira Ridge Wealth Management J P Morgan Exchg Traded Fd Tr Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,770 shares of JIRE stock, worth $227,029. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,770

Previous 4,883 22.79%

Holding current value

$227,029

Previous $306 Million 18.56%

% of portfolio

0.13%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$60.25 - $66.85 $67,058 - $74,404	-1,113 Reduced 22.79%	3,770 $249 Million
Q2 2024 Jul 11, 2024	BUY	$59.87 - $64.55 $40,771 - $43,958	681 Added 16.21%	4,883 $306 Million
Q1 2024 Apr 18, 2024	BUY	$56.8 - $62.88 $8,747 - $9,683	154 Added 3.8%	4,202 $263 Million
Q4 2023 Jan 10, 2024	SELL	$52.16 - $59.25 $25,923 - $29,447	-497 Reduced 10.94%	4,048 $237 Million
Q3 2023 Oct 10, 2023	SELL	$54.17 - $58.66 $110,940 - $120,135	-2,048 Reduced 31.06%	4,545 $247 Million
Q2 2023 Jul 12, 2023	SELL	$54.72 - $57.87 $68,892 - $72,858	-1,259 Reduced 16.03%	6,593 $377 Million
Q1 2023 May 08, 2023	SELL	$50.46 - $55.41 $10,344 - $11,359	-205 Reduced 2.54%	7,852 $432 Million
Q4 2022 Jan 12, 2023	BUY	$43.52 - $53.02 $350,640 - $427,182	8,057 New	8,057 $403 Million

Others Institutions Holding JIRE

# of Institutions

158

Shares Held

80.6M

Call Options Held

Put Options Held

500

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About J P MORGAN EXCHG-TRADED FD TR

Ticker JIRE
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Shira Ridge Wealth Management J P Morgan Exchg Traded Fd Tr Transaction History