Syverson Strege & Co’s JPMorgan Chase JPM Stock Holding History

Syverson Strege & Co’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 Q1	$1.58M	Sell	5,388 -24	-0.4%	-$7.28K	0.38%	31
2025 Q4	$1.74M	Sell	5,412 -138	-2%	-$42.7K	0.41%	30
2025 Q3	$1.75M	Sell	5,550 -751	-12%	-$223K	0.42%	29
2025 Q2	$1.83M	Buy	6,301 +4,286	+213%	+$1.09M	0.43%	28
2025 Q1	$494K	Buy	2,015 +59	+3%	+$15K	0.16%	44
2024 Q4	$469K	Buy	1,956 +555	+40%	+$129K	0.16%	44
2024 Q3	$295K	Sell	1,401 -620	-31%	-$131K	0.1%	53
2024 Q2	$409K	Sell	2,021 -7	-0.3%	-$1.37K	0.14%	49
2024 Q1	$406K	Buy	2,028 +418	+26%	+$75.4K	0.15%	43
2023 Q4	$274K	Sell	1,610 -96	-6%	-$14.5K	0.11%	57
2023 Q3	$247K	Buy	1,706 +48	+3%	+$7.2K	0.11%	51
2023 Q2	$241K	Buy	1,658 +52	+3%	+$7.15K	0.1%	53
2023 Q1	$209K	Buy	1,606 +1	+0.1%	+$137	0.09%	59
2022 Q4	$215K	Buy	1,605 +85	+6%	+$10.8K	0.1%	62
2022 Q3	$159K	Buy	1,520 +1	+0.1%	+$115	0.08%	72
2022 Q2	$171K	Buy	1,519 +1	+0.1%	+$124	0.06%	74
2022 Q1	$207K	Buy	1,518 +10	+0.7%	+$1.48K	0.23%	60
2021 Q4	$239K	Buy	1,508 +130	+9%	+$21.3K	0.18%	58
2021 Q3	$226K	Buy	+1,378	New	+$216K	0.18%	54

Other funds holding JPM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return