Synergy Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
+931
| New | +$270K | 0.03% | 160 |
|
|
2025
Q1 | – | Sell |
-4,998
| Closed | -$1.09M | – | 486 |
|
|
2024
Q4 | $1.09M | Buy |
4,998
+1,197
| +31% | +$261K | 0.08% | 114 |
|
|
2024
Q3 | $802K | Sell |
3,801
-19,423
| -84% | -$4.1M | 0.12% | 85 |
|
|
2024
Q2 | $4.7M | Buy |
23,224
+6,127
| +36% | +$1.24M | 0.74% | 35 |
|
|
2024
Q1 | $3.42M | Sell |
17,097
-13,141
| -43% | -$2.63M | 0.58% | 46 |
|
|
2023
Q4 | $5.14M | Sell |
30,238
-765
| -2% | -$130K | 0.92% | 29 |
|
|
2023
Q3 | $4.5M | Buy |
31,003
+9,694
| +45% | +$1.41M | 0.89% | 33 |
|
|
2023
Q2 | $3.1M | Buy |
21,309
+19,149
| +887% | +$2.78M | 0.77% | 45 |
|
|
2023
Q1 | $281K | Sell |
2,160
-450
| -17% | -$58.6K | 0.07% | 96 |
|
|
2022
Q4 | $350K | Sell |
2,610
-29,685
| -92% | -$3.98M | 0.09% | 82 |
|
|
2022
Q3 | $3.38M | Buy |
+32,295
| New | +$3.38M | 0.91% | 28 |
|
|
2022
Q2 | – | Sell |
-1,720
| Closed | -$235K | – | 112 |
|
|
2022
Q1 | $235K | Sell |
1,720
-128
| -7% | -$17.5K | 0.06% | 83 |
|
|
2021
Q4 | $293K | Buy |
1,848
+529
| +40% | +$83.9K | 0.07% | 78 |
|
|
2021
Q3 | $216K | Sell |
1,319
-1,754
| -57% | -$287K | 0.05% | 91 |
|
|
2021
Q2 | $478K | Buy |
+3,073
| New | +$478K | 0.13% | 61 |
|