Syntegra Private Wealth Group Increases Exposure in JPMorgan ETFs, Fiduciary Trust Shares
As of June 2026, Syntegra Private Wealth Group has significantly increased its holdings in several exchange-traded funds while reducing exposure elsewhere.
For the quarter ending on June 30, 2026, Syntegra Private Wealth Group demonstrated active portfolio management by substantially increasing its positions in several exchange-traded funds (ETFs) and adding new holdings.
Among the most notable purchases were significant increases in J P MORGAN EXCHANGE TRADED F (JPIE), which saw a 50.57% share increase, and FIDELITY MERRIMACK STR TR (FBND) with a substantial +64.39% growth in shares held during the period.
The investor also made an extraordinary addition to ISHARES U S ETF TR (NEAR), increasing its stake by a massive 233.37%. Furthermore, new positions were initiated in smaller funds like PIMCO ETF TR (SMMU) and the synthetically hedged fund ISHARES TR (SUB), although these additions represented a very small portion of the overall portfolio.
In contrast, Syntegra Private Wealth Group also conducted notable sales during this quarter. The largest sale percentage-wise was from J P MORGAN EXCHANGE TRADED F (JMST), which experienced a steep -92.79% reduction in shares, effectively exiting the position almost entirely.
Additionally, the fund completely removed IEMG from its portfolio (-100%). Other ETFs like SPYG saw a slight decrease in shares (-1.23%), while VOO grew modestly (7.17%) but wasn't flagged as a significant change.
The overall strategy appears focused on boosting exposure to specific JPMorgan and Fiduciary trust funds, diversifying slightly into other ETFs like NEAR and SUB, while strategically reducing or exiting positions in others such as JMST and IEMG. This quarter's activity highlights a dynamic approach by the investment firm.