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Synergy Asset Management’s JPMorgan Chase JPM Stock Holding History

Synergy Asset Management’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
2026
Q2 		$6.81M Buy
20,798
+1,193
+6% +$370K 0.64% 30
2026
Q1 		$5.77M Sell
19,605
-195
-1% -$59.2K 0.61% 33
2025
Q4 		$6.38M Buy
19,800
+16,801
+560% +$5.2M 0.66% 31
2025
Q3 		$898K Buy
2,999
+2,068
+222% +$615K 0.03% 181
2025
Q2 		$270K Buy
+931
New +$238K 0.03% 160
2025
Q1 		– Sell
-4,998
Closed -$1.09M – 486
2024
Q4 		$1.09M Buy
4,998
+1,197
+31% +$279K 0.08% 114
2024
Q3 		$802K Sell
3,801
-19,423
-84% -$4.09M 0.12% 85
2024
Q2 		$4.7M Buy
23,224
+6,127
+36% +$1.2M 0.74% 35
2024
Q1 		$3.42M Sell
17,097
-13,141
-43% -$2.37M 0.58% 46
2023
Q4 		$5.14M Sell
30,238
-765
-2% -$116K 0.92% 29
2023
Q3 		$4.5M Buy
31,003
+9,694
+45% +$1.45M 0.89% 33
2023
Q2 		$3.1M Buy
21,309
+19,149
+887% +$2.63M 0.77% 45
2023
Q1 		$281K Sell
2,160
-450
-17% -$61.7K 0.07% 96
2022
Q4 		$350K Sell
2,610
-29,685
-92% -$3.76M 0.09% 82
2022
Q3 		$3.38M Buy
+32,295
New +$3.71M 0.91% 28
2022
Q2 		– Sell
-1,720
Closed -$235K – 112
2022
Q1 		$235K Sell
1,720
-128
-7% -$18.9K 0.06% 83
2021
Q4 		$293K Buy
1,848
+529
+40% +$86.9K 0.07% 78
2021
Q3 		$216K Sell
1,319
-1,754
-57% -$275K 0.05% 91
2021
Q2 		$478K Buy
+3,073
New +$483K 0.13% 61

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Synergy Asset Management's JPM Position: Q2 2026 in Review

Synergy Asset Management increased its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, buying an estimated $370K and bringing the position to 20,798 shares worth $6.81M. The position accounts for 0.64% of the portfolio, ranked #30.

Synergy Asset Management first reported a position in JPM in Q2 2021 and has held it in 19 quarters since. 3,209 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Synergy Asset Management held 20,798 shares of JPMorgan Chase worth $6.81M as of Q2 2026.
  • Synergy Asset Management bought 1,193 JPMorgan Chase shares in Q2 2026, an estimated $370K.
  • JPMorgan Chase made up 0.64% of Synergy Asset Management's portfolio in Q2 2026, its #30 holding.
  • Synergy Asset Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 19 quarters since.
  • 3,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.