Synergy Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $898K | Buy |
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|
2025
Q2 | $270K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $802K | Sell |
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|
2024
Q2 | $4.7M | Buy |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $5.14M | Sell |
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|
2023
Q3 | $4.5M | Buy |
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|
2023
Q2 | $3.1M | Buy |
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|
2023
Q1 | $281K | Sell |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $3.38M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $293K | Buy |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $478K | Buy |
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