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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
Q3 		$2.66M Buy
8,037
+265
+3% +$92.7K 0.2% 38
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Syntegra Private Wealth Group's JPM Position: Q3 2026 in Review

Syntegra Private Wealth Group increased its JPMorgan Chase (JPM) stake by 3.4% in Q3 2026, buying an estimated $92.7K and bringing the position to 8,037 shares worth $2.66M. 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 16 quarters since. 656 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Syntegra Private Wealth Group held 8,037 shares of JPMorgan Chase worth $2.66M as of Q3 2026.
  • Syntegra Private Wealth Group bought 265 JPMorgan Chase shares in Q3 2026, an estimated $92.7K.
  • JPMorgan Chase made up 0.2% of Syntegra Private Wealth Group's portfolio in Q3 2026, its #38 holding.
  • Syntegra Private Wealth Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 16 quarters since.
  • 656 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.