JP Morgan Private Wealth Advisors’s Synchrony SYF Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SYF Stock Details SYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.2M	Sell	39,260 -1,932	-5%	-$64.3K	﹤0.01%	915
2023 Q2	$1.4M	Sell	41,192 -7,806	-16%	-$238K	0.01%	667
2023 Q1	$1.42M	Buy	48,998 +2,425	+5%	+$81.4K	﹤0.01%	1009
2022 Q4	$1.53M	Sell	46,573 -452	-1%	-$15.5K	﹤0.01%	946
2022 Q3	$1.33M	Sell	47,025 -458	-1%	-$14.8K	﹤0.01%	1005
2022 Q2	$1.31M	Sell	47,483 -2,567	-5%	-$89.1K	﹤0.01%	1003
2022 Q1	$1.74M	Sell	50,050 -25,253	-34%	-$1.06M	﹤0.01%	962
2021 Q4	$3.49M	Buy	75,303 +28,393	+61%	+$1.37M	0.01%	718
2021 Q3	$2.29M	Sell	46,910 -4,823	-9%	-$234K	0.01%	842
2021 Q2	$2.51M	Sell	51,733 -3,087	-6%	-$141K	0.01%	795
2021 Q1	$2.23M	Sell	54,820 -1,448	-3%	-$55.8K	0.01%	733
2020 Q4	$1.95M	Buy	56,268 +2,807	+5%	+$84.4K	0.01%	735
2020 Q3	$1.4M	Sell	53,461 -1,844	-3%	-$44.8K	0.01%	759
2020 Q2	$1.23M	Sell	55,305 -19,276	-26%	-$376K	0.01%	737
2020 Q1	$1.2M	Buy	74,581 +39,575	+113%	+$1.15M	0.01%	657
2019 Q4	$1.26M	Buy	35,006 +3,048	+10%	+$109K	0.01%	718
2019 Q3	$1.09M	Buy	31,958 +3,230	+11%	+$111K	0.01%	725
2019 Q2	$996K	Sell	28,728 -8,955	-24%	-$304K	0.01%	753
2019 Q1	$1.2M	Sell	37,683 -15,059	-29%	-$453K	0.01%	738
2018 Q4	$1.24M	Sell	52,742 -132,457	-72%	-$3.58M	0.01%	693
2018 Q3	$5.76M	Sell	185,199 -188,117	-50%	-$5.99M	0.03%	401
2018 Q2	$12.5M	Buy	373,316 +87,690	+31%	+$3.01M	0.07%	244
2018 Q1	$9.58M	Buy	285,626 +112,251	+65%	+$4.17M	0.06%	240
2017 Q4	$6.69M	Buy	173,375 +136,701	+373%	+$4.68M	0.04%	289
2017 Q3	$1.14M	Sell	36,674 -658	-2%	-$19.7K	0.01%	595
2017 Q2	$1.11M	Buy	37,332 +26,601	+248%	+$789K	0.01%	594
2017 Q1	$368K	Sell	10,731 -12,056	-53%	-$432K	﹤0.01%	987
2016 Q4	$826K	Buy	22,787 +2,313	+11%	+$73.8K	0.01%	653
2016 Q3	$573K	Sell	20,474 -5,289	-21%	-$145K	0.01%	739
2016 Q2	$651K	Buy	25,763 +5,638	+28%	+$164K	0.01%	698
2016 Q1	$577K	Buy	+20,125	New	+$559K	0.01%	698

Other funds holding SYF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SYF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Synchrony (SYF) stake by 4.7% in Q3 2023, selling an estimated $64.3K and leaving 39,260 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #915.

JP Morgan Private Wealth Advisors first reported a position in SYF in Q1 2016 and has held it in 31 quarters since. The position peaked at $12.5M in Q2 2018. 653 funds tracked by Wall St. Rank hold SYF as of Q3 2023.

JP Morgan Private Wealth Advisors held 39,260 shares of Synchrony worth $1.2M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,932 Synchrony shares in Q3 2023, an estimated $64.3K.
Synchrony made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #915 holding.
JP Morgan Private Wealth Advisors first reported a position in Synchrony in Q1 2016 and has held it in 31 quarters since.
JP Morgan Private Wealth Advisors's Synchrony position peaked at $12.5M in Q2 2018.
653 funds tracked by Wall St. Rank held Synchrony as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.