FPGK
Financial Partners Group (Kansas)’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,518
+69
| +1% | +$20K | 0.22% | 59 |
|
|
2025
Q1 | $1.34M | Buy |
5,449
+214
| +4% | +$52.5K | 0.21% | 58 |
|
|
2024
Q4 | $1.25M | Buy |
5,235
+239
| +5% | +$57.3K | 0.18% | 58 |
|
|
2024
Q3 | $1.05M | Sell |
4,996
-19
| -0.4% | -$4.01K | 0.16% | 72 |
|
|
2024
Q2 | $1.01M | Sell |
5,015
-21
| -0.4% | -$4.25K | 0.16% | 65 |
|
|
2024
Q1 | $1.01M | Buy |
5,036
+315
| +7% | +$63.1K | 0.16% | 62 |
|
|
2023
Q4 | $803K | Buy |
4,721
+35
| +0.7% | +$5.95K | 0.14% | 67 |
|
|
2023
Q3 | $676K | Buy |
4,686
+127
| +3% | +$18.3K | 0.14% | 70 |
|
|
2023
Q2 | $711K | Sell |
4,559
-568
| -11% | -$88.6K | 0.14% | 72 |
|
|
2023
Q1 | $668K | Sell |
5,127
-62
| -1% | -$8.08K | 0.15% | 73 |
|
|
2022
Q4 | $740K | Buy |
5,189
+210
| +4% | +$29.9K | 0.16% | 73 |
|
|
2022
Q3 | $520K | Sell |
4,979
-4,468
| -47% | -$467K | 0.14% | 76 |
|
|
2022
Q2 | $1.06M | Buy |
9,447
+524
| +6% | +$59K | 0.27% | 49 |
|
|
2022
Q1 | $1.22M | Sell |
8,923
-1,185
| -12% | -$161K | 0.26% | 49 |
|
|
2021
Q4 | $1.5M | Buy |
10,108
+10
| +0.1% | +$1.49K | 0.33% | 44 |
|
|
2021
Q3 | $1.65M | Buy |
10,098
+364
| +4% | +$59.6K | 0.39% | 42 |
|
|
2021
Q2 | $1.51M | Sell |
9,734
-76
| -0.8% | -$11.8K | 0.39% | 44 |
|
|
2021
Q1 | $1.49M | Buy |
9,810
+360
| +4% | +$54.8K | 0.42% | 41 |
|
|
2020
Q4 | $1.27M | Sell |
9,450
-1,229
| -12% | -$166K | 0.38% | 41 |
|
|
2020
Q3 | $1.03M | Buy |
10,679
+1,002
| +10% | +$96.5K | 0.35% | 38 |
|
|
2020
Q2 | $910K | Buy |
9,677
+5,685
| +142% | +$535K | 0.36% | 38 |
|
|
2020
Q1 | $337K | Buy |
3,992
+1,957
| +96% | +$165K | 0.21% | 41 |
|
|
2019
Q4 | $274K | Buy |
2,035
+5
| +0.2% | +$673 | 0.11% | 64 |
|
|
2019
Q3 | $239K | Buy |
2,030
+66
| +3% | +$7.77K | 0.11% | 67 |
|
|
2019
Q2 | $220K | Buy |
+1,964
| New | +$220K | 0.1% | 73 |
|