Synergy Asset Management, LLC's ownership history for JPM

Synergy Asset Management, LLC currently holds 3.0K shares with a market value of $898.5K. It started holding JPM on 2024-09-30. At its peak, it held 5.0K shares on 2024-12-31. Its highest holding value was $1.1M on 2024-12-31. 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 decreased its shares by 2.0K.