Synergy Investment Management, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$725,688
+$411,232 QoQ
Shares Held
2,217
+107.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#3,963
of 5,048 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Synergy Investment Management, LLC holds $1,145,762 across 14 Banks - Diversified names. JPM ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,217 | $725,688 | |
| 2 | C |
Citigroup Inc
|
957 | $133,941 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,188 | $124,671 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
626 | $51,732 | |
| 5 | TD |
Toronto Dominion Bank
|
182 | $22,100 | |
| 6 | BCS |
Barclays PLC
|
801 | $21,513 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
121 | $17,497 | |
| 8 | ING |
Ing Groep NV
|
466 | $14,622 |
All Filings in JPM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,688 | 2,217 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $314,456 | 1,069 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,197 | 972 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $234,364 | 743 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $215,403 | 743 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $182,012 | 742 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $170,194 | 710 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||