Ownership history in SYNTAX RESEARCH, INC. · 10 quarters on record
This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. 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 | 7,856 | +20 | +0.3% | 1.56% | $2.5M | $320.77 |
| 2025 Q3 | ADDED | 7,836 | +119 | +1.5% | 1.59% | $2.5M | $312.49 |
| 2025 Q2 | ADDED | 7,717 | +109 | +1.4% | 1.59% | $2.2M | $285.83 |
| 2025 Q1 | REDUCED | 7,608 | -277 | -3.5% | 1.29% | $1.9M | $240.37 |
| 2024 Q4 | REDUCED | 7,885 | -28 | -0.4% | 1.36% | $1.9M | $233.69 |
| 2024 Q3 | REDUCED | 7,913 | -66 | -0.8% | 1.13% | $1.7M | $204.31 |
| 2024 Q2 | REDUCED | 7,979 | -236 | -2.9% | 1.28% | $1.6M | $194.90 |
| 2024 Q1 | ADDED | 8,215 | +47 | +0.6% | 1.26% | $1.6M | $191.89 |
| 2023 Q4 | ADDED | 8,168 | +34 | +0.4% | 1.16% | $1.4M | $161.96 |
| 2023 Q3 | INITIATED | 8,134 | — | — | 0.96% | $1.2M | — |
As of 2025 Q4 — sorted by position size