JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Synergy Asset Management, LLC's Holding History (CIK: 0001699080)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,800 Value ($000) $6,380 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 2,999 Value ($000) $898 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 931 Value ($000) $270 Avg Close $252.67 Range $200.22 - $289.84
Q4 2024
Shares 4,998 Value ($000) $1,089 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 3,801 Value ($000) $802 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 23,224 Value ($000) $4,697 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 17,097 Value ($000) $3,424 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 30,238 Value ($000) $5,144 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 31,003 Value ($000) $4,496 Avg Close $142.31 Range $134.29 - $151.32
Q2 2023
Shares 21,309 Value ($000) $3,099 Avg Close $129.66 Range $119.02 - $137.67
Q1 2023
Shares 2,160 Value ($000) $281 Avg Close $128.16 Range $115.18 - $135.05
Q4 2022
Shares 2,610 Value ($000) $350 Avg Close $117.65 Range $94.06 - $128.78
Q3 2022
Shares 32,295 Value ($000) $3,375 Avg Close $105.62 Range $96.10 - $114.36
Q1 2022
Shares 1,720 Value ($000) $235 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 1,848 Value ($000) $293 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 1,319 Value ($000) $216 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 3,073 Value ($000) $478 Avg Close $139.74 Range $130.53 - $148.99