Synergy Investment 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	$215K	Buy	743 +1	+0.1%	+$290	0.13%	77
2025 Q1	$182K	Buy	742 +32	+5%	+$7.85K	0.08%	130
2024 Q4	$170K	Buy	+710	New	+$170K	0.07%	133