GFS
JPM icon

GYL Financial Synergies’s JPMorgan Chase JPM Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$32.1M Sell
152,385
-2,686
-2% -$566K 2.42% 6
2024
Q2 		$31.4M Sell
155,071
-3,235
-2% -$632K 2.42% 6
2024
Q1 		$31.7M Buy
158,306
+7,603
+5% +$1.37M 2.49% 5
2023
Q4 		$25.6M Sell
150,703
-2,352
-2% -$356K 2.12% 6
2023
Q3 		$22.2M Sell
153,055
-384
-0.3% -$57.6K 2.16% 5
2023
Q2 		$22.3M Buy
153,439
+18,207
+13% +$2.5M 2.03% 5
2023
Q1 		$17.6M Buy
135,232
+112,778
+502% +$15.5M 2.11% 6
2022
Q4 		$3.01M Buy
22,454
+1,191
+6% +$151K 0.65% 30
2022
Q3 		$2.22M Sell
21,263
-112
-0.5% -$12.9K 0.61% 27
2022
Q2 		$2.41M Buy
21,375
+2,034
+11% +$252K 0.66% 23
2022
Q1 		$2.64M Sell
19,341
-760
-4% -$112K 0.63% 22
2021
Q4 		$3.18M Buy
20,101
+3,309
+20% +$543K 0.86% 20
2021
Q3 		$2.75M Sell
16,792
-1,186
-7% -$186K 1.4% 11
2021
Q2 		$2.8M Buy
17,978
+20
+0.1% +$3.14K 1.44% 11
2021
Q1 		$2.73M Buy
17,958
+5,456
+44% +$785K 1.51% 11
2020
Q4 		$1.59M Sell
12,502
-122
-1% -$13.6K 0.92% 24
2020
Q3 		$1.22M Buy
12,624
+843
+7% +$82.8K 0.8% 26
2020
Q2 		$1.11M Sell
11,781
-642
-5% -$60.9K 0.8% 27
2020
Q1 		$1.12M Buy
12,423
+47
+0.4% +$5.71K 0.71% 28
2019
Q4 		$1.73M Sell
12,376
-17
-0.1% -$2.18K 0.76% 19
2019
Q3 		$1.46M Buy
12,393
+733
+6% +$82.9K 0.73% 24
2019
Q2 		$1.3M Buy
11,660
+292
+3% +$32.2K 0.69% 24
2019
Q1 		$1.15M Buy
11,368
+1,012
+10% +$104K 0.65% 29
2018
Q4 		$1.01M Buy
+10,356
New +$1.1M 0.73% 27

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GYL Financial Synergies's JPM Position: Q3 2024 in Review

GYL Financial Synergies reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2024, selling an estimated $566K and leaving 152,385 shares worth $32.1M. The position accounts for 2.42% of the portfolio, ranked #6.

GYL Financial Synergies first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • GYL Financial Synergies held 152,385 shares of JPMorgan Chase worth $32.1M as of Q3 2024.
  • GYL Financial Synergies sold 2,686 JPMorgan Chase shares in Q3 2024, an estimated $566K.
  • JPMorgan Chase made up 2.42% of GYL Financial Synergies's portfolio in Q3 2024, its #6 holding.
  • GYL Financial Synergies first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • 4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.