JPMorgan Chase & Co. shares owned by Synergy Financial Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 17k | 200.30 |
| 2023-12-31 | $5.1M | 30k | 170.10 |
| 2023-09-30 | $4.5M | 31k | 145.02 |
| 2023-06-30 | $3.1M | 21k | 145.44 |
| 2023-03-31 | $282k | 2.2k | 130.32 |
| 2022-12-31 | $350k | 2.6k | 134.10 |
| 2022-09-30 | $3.4M | 32k | 104.51 |
| 2022-03-31 | $235k | 1.7k | 136.47 |
| 2021-12-31 | $293k | 1.8k | 158.31 |
| 2021-09-30 | $216k | 1.3k | 163.47 |
| 2021-06-30 | $478k | 3.1k | 155.54 |
More positions owned by Synergy Financial Management
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