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Syntegra Private Wealth Group, LLC → JPM-PM

Syntegra Private Wealth Group, LLC JPM-PM Position History

JPM-PM

Quarters held
30
Latest value
$648K
Q3 2026
Peak value
$95.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.6M
Q3 2025$48.5M
Q3 2025$1.1M
Q3 2025$10.3M
Q3 2025$5.4M
Q3 2025$619K
Q4 2025$2.6M
Q4 2025$50.1M
Q4 2025$1.1M
Q4 2025$10.7M
Q4 2025$6.6M
Q4 2025$626K
Q1 2026$2.2M
Q1 2026$50.9M
Q1 2026$1.1M
Q1 2026$10.9M
Q1 2026$7.5M
Q1 2026$588K
Q2 2026$2.5M
Q2 2026$76.5M
Q2 2026$1.1M
Q2 2026$24.6M
Q2 2026$544K
Q2 2026$705K
Q3 2026$2.7M
Q3 2026$95.5M
Q3 2026$953K
Q3 2026$4.2M
Q3 2026$503K
Q3 2026$648K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$648K10.6K——
Q3 2026$503K9.9K——
Q3 2026$4.2M88.5K——
Q3 2026$953K17.0K——
Q3 2026$95.5M2.13M——
Q3 2026$2.7M8.0K——
Q2 2026$705K11.5K——
Q2 2026$544K10.7K——
Q2 2026$24.6M485.0K——
Q2 2026$1.1M18.7K——
Q2 2026$76.5M1.66M——
Q2 2026$2.5M7.8K——
Q1 2026$588K10.6K——
Q1 2026$7.5M148.0K——
Q1 2026$10.9M217.6K——
Q1 2026$1.1M19.1K——
Q1 2026$50.9M1.10M——
Q1 2026$2.2M7.5K——
Q4 2025$626K10.8K——
Q4 2025$6.6M129.2K——
Q4 2025$10.7M211.3K——
Q4 2025$1.1M19.0K——
Q4 2025$50.1M1.08M——
Q4 2025$2.6M7.9K——
Q3 2025$619K10.8K——
Q3 2025$5.4M106.2K——
Q3 2025$10.3M204.2K——
Q3 2025$1.1M19.5K——
Q3 2025$48.5M1.05M——
Q3 2025$2.6M8.2K——

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