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GYL Financial Synergies, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GYL Financial Synergies, LLC on JPM, newest first. How the timeline and the estimate are built.

GYL Financial Synergies, LLC held 152,385 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 152,385 shares
    Change vs previous 13F -2,686 shares

    2.42% of the 13F portfolio, value $32,131,932.

    13F-HR 0001725547-24-006097 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 155,071 shares
    Change vs previous 13F -3,235 shares

    2.42% of the 13F portfolio, value $31,364,746.

    13F-HR 0001725547-24-003438 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 158,306 shares
    Change vs previous 13F +7,603 shares

    2.49% of the 13F portfolio, value $31,708,597.

    13F-HR 0001725547-24-002148 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 150,703 shares
    Change vs previous 13F -2,352 shares

    2.12% of the 13F portfolio, value $25,634,538.

    13F-HR 0001725547-24-000508 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 153,055 shares
    Change vs previous 13F -384 shares

    2.16% of the 13F portfolio, value $22,196,090.

    13F-HR 0001725547-23-001737 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 153,439 shares
    Change vs previous 13F +18,207 shares

    2.03% of the 13F portfolio, value $22,316,134.

    13F-HR 0001725547-23-000252 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 135,232 shares
    Change vs previous 13F +112,778 shares

    2.11% of the 13F portfolio, value $17,622,081.

    13F-HR 0001725547-23-000134 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 22,454 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,011,138.

    13F-HR 0001725547-23-000020 filed by GYL Financial Synergies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).