Synergy Financial Group’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	$274K	Buy	946 +15	+2%	+$4.35K	0.2%	96
2025 Q1	$228K	Sell	931 -13	-1%	-$3.19K	0.21%	100
2024 Q4	$226K	Buy	+944	New	+$226K	0.19%	92