A detailed history of Shira Ridge Wealth Management transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,588 shares of JPM stock, worth $329,716. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,588
Previous 1,570 1.15%
Holding current value
$329,716
Previous $267 Million 19.1%
% of portfolio
0.18%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$167.09 - $200.3 $3,007 - $3,605
18 Added 1.15%
1,588 $318 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $3,663 - $4,598
27 Added 1.75%
1,570 $267 Million
Q3 2023

Oct 10, 2023

BUY
$143.21 - $158.0 $220,973 - $243,794
1,543 New
1,543 $224 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $609B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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