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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Synergy Financial Group's JPM Position: Q1 2026 in Review

Synergy Financial Group increased its JPMorgan Chase (JPM) stake by 54% in Q1 2026, buying an estimated $154K and bringing the position to 1,446 shares worth $425K. The position accounts for 0.32% of the portfolio, ranked #67.

Synergy Financial Group first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Synergy Financial Group held 1,446 shares of JPMorgan Chase worth $425K as of Q1 2026.
  • Synergy Financial Group bought 508 JPMorgan Chase shares in Q1 2026, an estimated $154K.
  • JPMorgan Chase made up 0.32% of Synergy Financial Group's portfolio in Q1 2026, its #67 holding.
  • Synergy Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.