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JPMorgan Chase & Co. shares owned by Synergy Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Synergy Financial Group from 13F filings

Historical chart of Synergy Financial Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $308k 977 315.43
2025-06-30 $274k 946 289.91
2025-03-31 $228k 931 245.30
2024-12-31 $226k 944 239.71

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Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.