Zynergy Retirement Planning’s JPMorgan Chase JPM Stock Holding History

Zynergy Retirement Planning’s Portfolio JPM Stock Details JPM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$417K	Hold
2025 Q2	$383K	Buy
2025 Q1	$285K	Hold
2024 Q4	$251K	Hold
2024 Q3	$251K	Sell
2024 Q2	$261K	Buy