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

Syntegra Private Wealth 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	$2.54M	Buy	7,772 +297	+4%	+$92.2K	0.2%	38
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

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Syntegra Private Wealth Group's JPM Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its JPMorgan Chase (JPM) stake by 4% in Q2 2026, buying an estimated $92.2K and bringing the position to 7,772 shares worth $2.54M. The position accounts for 0.2% of the portfolio, ranked #38.

Syntegra Private Wealth Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Syntegra Private Wealth Group held 7,772 shares of JPMorgan Chase worth $2.54M as of Q2 2026.
Syntegra Private Wealth Group bought 297 JPMorgan Chase shares in Q2 2026, an estimated $92.2K.
JPMorgan Chase made up 0.2% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #38 holding.
Syntegra Private Wealth Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Syntegra Private Wealth Group's JPMorgan Chase position peaked at $2.58M in Q3 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.