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Zynergy Retirement Planning’s JPMorgan Chase JPM Stock Holding History

Zynergy Retirement Planning’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
2025
Q4 		– Sell
-1,321
Closed -$417K – 28
2025
Q3 		$417K Hold
1,321
– – 0.26% 19
2025
Q2 		$383K Buy
1,321
+132
+11% +$33.7K 0.26% 19
2025
Q1 		$285K Hold
1,189
– – 0.2% 23
2024
Q4 		$251K Hold
1,189
– – 0.18% 25
2024
Q3 		$251K Sell
1,189
-100
-8% -$21.1K 0.18% 25
2024
Q2 		$261K Buy
+1,289
New +$252K 0.2% 23

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
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

Zynergy Retirement Planning's JPM Position: Q4 2025 in Review

Zynergy Retirement Planning sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,321 shares — an estimated $417K sold.

Zynergy Retirement Planning first reported a position in JPM in Q2 2024 and held it in 6 quarters. The position peaked at $417K in Q3 2025. 5,123 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Zynergy Retirement Planning reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 1,321 JPMorgan Chase shares in Q4 2025, an estimated $417K.
  • Zynergy Retirement Planning first reported a position in JPMorgan Chase in Q2 2024 and held it in 6 quarters.
  • Zynergy Retirement Planning's JPMorgan Chase position peaked at $417K in Q3 2025.
  • 5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Zynergy Retirement Planning's 13F filing for Q4 2025, filed 9 Jan 2026.