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Synergy Financial Group’s JPMorgan Chase JPM Stock Holding History

Synergy Financial Group’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 		$477K Buy
1,457
+11
+0.8% +$3.42K 0.34% 61
2026
Q1 		$425K Buy
1,446
+508
+54% +$154K 0.32% 67
2025
Q4 		$302K Sell
938
-39
-4% -$12.1K 0.21% 82
2025
Q3 		$308K Buy
977
+31
+3% +$9.22K 0.21% 84
2025
Q2 		$274K Buy
946
+15
+2% +$3.83K 0.2% 96
2025
Q1 		$228K Sell
931
-13
-1% -$3.31K 0.21% 100
2024
Q4 		$226K Buy
+944
New +$220K 0.19% 92

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Synergy Financial Group's JPM Position: Q2 2026 in Review

Synergy Financial Group increased its JPMorgan Chase (JPM) stake by 0.76% in Q2 2026, buying an estimated $3.42K and bringing the position to 1,457 shares worth $477K. The position accounts for 0.34% of the portfolio, ranked #61.

Synergy Financial Group first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Synergy Financial Group held 1,457 shares of JPMorgan Chase worth $477K as of Q2 2026.
  • Synergy Financial Group bought 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.34% of Synergy Financial Group's portfolio in Q2 2026, its #61 holding.
  • Synergy Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.