Ownership history in SYM FINANCIAL Corp · 25 quarters on record
This page tracks every 13F SEC filing in which SYM FINANCIAL Corp reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,120 | +150 | +1.4% | 0.37% | $3.6M | $320.77 |
| 2025 Q3 | ADDED | 10,970 | +862 | +8.5% | 0.37% | $3.5M | $312.49 |
| 2025 Q2 | ADDED | 10,108 | +3,884 | +62.4% | 0.33% | $2.9M | $285.83 |
| 2025 Q1 | ADDED | 6,224 | +170 | +2.8% | 0.19% | $1.5M | $240.37 |
| 2024 Q4 | REDUCED | 6,054 | -1,358 | -18.3% | 0.19% | $1.5M | $233.69 |
| 2024 Q3 | ADDED | 7,412 | +2,564 | +52.9% | 0.21% | $1.6M | $204.31 |
| 2024 Q2 | ADDED | 4,848 | +59 | +1.2% | 0.16% | $981K | $194.90 |
| 2024 Q1 | REDUCED | 4,789 | -2,133 | -30.8% | 0.16% | $959K | $191.89 |
| 2023 Q4 | REDUCED | 6,922 | -199 | -2.8% | 0.19% | $1.2M | $161.96 |
| 2023 Q3 | ADDED | 7,121 | +5,206 | +271.9% | 0.18% | $1.0M | $137.07 |
As of 2025 Q4 — sorted by position size