A detailed history of Synergy Asset Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Synergy Asset Management, LLC holds 23,224 shares of JPM stock, worth $4.89 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
23,224
Previous 17,097 35.84%
Holding current value
$4.89 Million
Previous $3.42 Million 37.18%
% of portfolio
0.76%
Previous 0.6%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$180.08 - $204.79 $1.1 Million - $1.25 Million
6,127 Added 35.84%
23,224 $4.7 Million
Q1 2024

Apr 18, 2024

SELL
$167.09 - $200.3 $2.2 Million - $2.63 Million
-13,141 Reduced 43.46%
17,097 $3.42 Million
Q4 2023

Jan 19, 2024

SELL
$135.69 - $170.3 $103,802 - $130,279
-765 Reduced 2.47%
30,238 $5.14 Million
Q3 2023

Nov 14, 2023

BUY
$143.21 - $158.0 $1.39 Million - $1.53 Million
9,694 Added 45.49%
31,003 $4.5 Million
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $2.44 Million - $2.79 Million
19,149 Added 886.53%
21,309 $3.1 Million
Q1 2023

May 15, 2023

SELL
$124.91 - $143.8 $56,209 - $64,710
-450 Reduced 17.24%
2,160 $281,000
Q4 2022

Feb 10, 2023

SELL
$101.96 - $137.84 $3.03 Million - $4.09 Million
-29,685 Reduced 91.92%
2,610 $350,000
Q3 2022

Nov 08, 2022

BUY
$20.73 - $120.58 $669,475 - $3.89 Million
32,295 New
32,295 $3.38 Million
Q2 2022

Aug 08, 2022

SELL
$112.61 - $135.91 $193,689 - $233,765
-1,720 Closed
0 $0
Q1 2022

May 05, 2022

SELL
$128.3 - $168.44 $16,422 - $21,560
-128 Reduced 6.93%
1,720 $235,000
Q4 2021

Feb 04, 2022

BUY
$153.94 - $171.78 $81,434 - $90,871
529 Added 40.11%
1,848 $293,000
Q3 2021

Nov 10, 2021

SELL
$146.97 - $166.98 $257,785 - $292,882
-1,754 Reduced 57.08%
1,319 $216,000
Q2 2021

Aug 12, 2021

BUY
$147.37 - $166.44 $452,868 - $511,470
3,073 New
3,073 $478,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $617B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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