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

Financial Partners Group (Kansas)’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.01M Sell
6,143
-26
-0.4% -$8.07K 0.2% 63
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

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Partners Group (Kansas)'s JPM Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its JPMorgan Chase (JPM) stake by 0.42% in Q2 2026, selling an estimated $8.07K and leaving 6,143 shares worth $2.01M. The position accounts for 0.2% of the portfolio, ranked #63.

Financial Partners Group (Kansas) first reported a position in JPM in Q2 2019 and has held it in 29 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Financial Partners Group (Kansas) held 6,143 shares of JPMorgan Chase worth $2.01M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
  • JPMorgan Chase made up 0.2% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #63 holding.
  • Financial Partners Group (Kansas) first reported a position in JPMorgan Chase in Q2 2019 and has held it in 29 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.