SPWG
Syntegra Private Wealth Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
8,038
+842
| +12% | +$244K | 0.24% | 38 |
|
|
2025
Q1 | $1.77M | Buy |
7,196
+122
| +2% | +$29.9K | 0.21% | 36 |
|
|
2024
Q4 | $1.7M | Buy |
7,074
+1,189
| +20% | +$285K | 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% | +$360K | 0.15% | 43 |
|
|
2024
Q1 | $798K | Buy |
3,986
+495
| +14% | +$99.2K | 0.1% | 57 |
|
|
2023
Q4 | $594K | Buy |
3,491
+315
| +10% | +$53.6K | 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% | +$3.52K | 0.07% | 77 |
|
|
2022
Q4 | $422K | Buy |
+3,149
| New | +$422K | 0.08% | 66 |
|