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Disclosery

Shira Ridge Wealth Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shira Ridge Wealth Management on JPM, newest first. How the timeline and the estimate are built.

Shira Ridge Wealth Management held 1,431 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,431 shares
    Change vs previous 13F -619 shares

    0.16% of the 13F portfolio, value $473,286.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,050 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $670,896.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,050 shares
    Change vs previous 13F -11 shares

    0.24% of the 13F portfolio, value $602,911.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,061 shares
    Change vs previous 13F -110 shares

    0.27% of the 13F portfolio, value $663,967.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,171 shares
    Change vs previous 13F +84 shares

    0.29% of the 13F portfolio, value $684,673.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,087 shares
    Change vs previous 13F -25 shares

    0.28% of the 13F portfolio, value $604,927.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,112 shares
    Change vs previous 13F +69 shares

    0.26% of the 13F portfolio, value $517,976.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,043 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $489,632.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).