Synergy Asset Management, LLC's ownership history for JPM

Synergy Asset Management, LLC currently holds 19.6K shares with a market value of $5.8M. It started holding JPM on 2024-09-30. At its peak, it held 19.8K shares on 2025-12-31. Its highest holding value was $6.4M on 2025-12-31. At its lowest, it held 931 shares on 2025-06-30, with a value of $269.9K on 2025-06-30. In the recent 180 days, Synergy Asset Management, LLC has increased its shares by 16.6K. In the recent year, Synergy Asset Management, LLC has increased its shares by 14.6K.