Syntegra Private Wealth Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.2M	Sell	7,475 -442	-6%	-$134K	0.21%	40
2025 Q4	$2.55M	Sell	7,917 -274	-3%	-$84.8K	0.23%	38
2025 Q3	$2.58M	Buy	8,191 +153	+2%	+$45.5K	0.24%	37
2025 Q2	$2.33M	Buy	8,038 +842	+12%	+$215K	0.24%	38
2025 Q1	$1.77M	Buy	7,196 +122	+2%	+$31.1K	0.21%	36
2024 Q4	$1.7M	Buy	7,074 +1,189	+20%	+$277K	0.19%	39
2024 Q3	$1.24M	Buy	5,885 +120	+2%	+$25.3K	0.14%	47
2024 Q2	$1.17M	Buy	5,765 +1,779	+45%	+$348K	0.15%	43
2024 Q1	$798K	Buy	3,986 +495	+14%	+$89.3K	0.1%	57
2023 Q4	$594K	Buy	3,491 +315	+10%	+$47.7K	0.08%	56
2023 Q3	$461K	Hold	3,176	–	–	0.07%	68
2023 Q2	$462K	Hold	3,176	–	–	0.07%	73
2023 Q1	$414K	Buy	3,176 +27	+0.9%	+$3.7K	0.07%	77
2022 Q4	$422K	Buy	+3,149	New	+$399K	0.08%	66