Financial Partners Group (Kansas)’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.81M	Buy	6,169 +23	+0.4%	+$6.98K	0.22%	65
2025 Q4	$1.88M	Buy	6,146 +157	+3%	+$48.6K	0.22%	63
2025 Q3	$1.89M	Buy	5,989 +471	+9%	+$140K	0.24%	58
2025 Q2	$1.6M	Buy	5,518 +69	+1%	+$17.6K	0.22%	59
2025 Q1	$1.34M	Buy	5,449 +214	+4%	+$54.6K	0.21%	58
2024 Q4	$1.25M	Buy	5,235 +239	+5%	+$55.7K	0.18%	58
2024 Q3	$1.05M	Sell	4,996 -19	-0.4%	-$4K	0.16%	72
2024 Q2	$1.01M	Sell	5,015 -21	-0.4%	-$4.11K	0.16%	65
2024 Q1	$1.01M	Buy	5,036 +315	+7%	+$56.8K	0.16%	62
2023 Q4	$803K	Buy	4,721 +35	+0.7%	+$5.3K	0.14%	67
2023 Q3	$676K	Buy	4,686 +127	+3%	+$19K	0.14%	70
2023 Q2	$711K	Sell	4,559 -568	-11%	-$78.1K	0.14%	72
2023 Q1	$668K	Sell	5,127 -62	-1%	-$8.49K	0.15%	73
2022 Q4	$740K	Buy	5,189 +210	+4%	+$26.6K	0.16%	73
2022 Q3	$520K	Sell	4,979 -4,468	-47%	-$513K	0.14%	76
2022 Q2	$1.06M	Buy	9,447 +524	+6%	+$64.9K	0.27%	49
2022 Q1	$1.22M	Sell	8,923 -1,185	-12%	-$175K	0.26%	49
2021 Q4	$1.5M	Buy	10,108 +10	+0.1%	+$1.64K	0.33%	44
2021 Q3	$1.65M	Buy	10,098 +364	+4%	+$57.1K	0.39%	42
2021 Q2	$1.51M	Sell	9,734 -76	-0.8%	-$11.9K	0.39%	44
2021 Q1	$1.49M	Buy	9,810 +360	+4%	+$51.8K	0.42%	41
2020 Q4	$1.27M	Sell	9,450 -1,229	-12%	-$137K	0.38%	41
2020 Q3	$1.03M	Buy	10,679 +1,002	+10%	+$98.4K	0.35%	38
2020 Q2	$910K	Buy	9,677 +5,685	+142%	+$539K	0.36%	38
2020 Q1	$337K	Buy	3,992 +1,957	+96%	+$238K	0.21%	41
2019 Q4	$274K	Buy	2,035 +5	+0.2%	+$641	0.11%	64
2019 Q3	$239K	Buy	2,030 +66	+3%	+$7.46K	0.11%	67
2019 Q2	$220K	Buy	+1,964	New	+$217K	0.1%	73