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Synergy Investment Management’s JPMorgan Chase JPM Stock Holding History

Synergy Investment Management’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 		$748K Buy
2,217
+1,148
+107% +$357K 0.18% 71
2026
Q1 		$314K Buy
1,069
+97
+10% +$29.4K 0.1% 105
2025
Q4 		$313K Buy
972
+229
+31% +$70.9K 0.11% 104
2025
Q3 		$234K Hold
743
– – 0.09% 118
2025
Q2 		$215K Buy
743
+1
+0.1% +$255 0.13% 77
2025
Q1 		$182K Buy
742
+32
+5% +$8.16K 0.08% 130
2024
Q4 		$170K Buy
+710
New +$165K 0.07% 133

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 Investment Management's JPM Position: Q2 2026 in Review

Synergy Investment Management increased its JPMorgan Chase (JPM) stake by 107% in Q2 2026, buying an estimated $357K and bringing the position to 2,217 shares worth $748K. The position accounts for 0.18% of the portfolio, ranked #71.

Synergy Investment Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Synergy Investment Management held 2,217 shares of JPMorgan Chase worth $748K as of Q2 2026.
  • Synergy Investment Management bought 1,148 JPMorgan Chase shares in Q2 2026, an estimated $357K.
  • JPMorgan Chase made up 0.18% of Synergy Investment Management's portfolio in Q2 2026, its #71 holding.
  • Synergy Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.