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

Financial Partners Group (Tennessee)’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
2025 Q2	$13.5M	Sell	46,413 -512	-1%	-$131K	4.87%	3
2025 Q1	$11.5M	Sell	46,925 -1,125	-2%	-$287K	5%	3
2024 Q4	$11.5M	Sell	48,050 -275	-0.6%	-$64.1K	4.78%	4
2024 Q3	$10.2M	Sell	48,325 -24	-0%	-$5.05K	3.82%	9
2024 Q2	$9.78M	Buy	48,349 +2	+0%	+$391	3.8%	6
2024 Q1	$9.68M	Buy	48,347 +1,437	+3%	+$259K	3.75%	7
2023 Q4	$7.98M	Buy	46,910 +3	+0%	+$455	3.61%	11
2023 Q3	$6.8M	Hold	46,907	–	–	3.26%	11
2023 Q2	$6.82M	Sell	46,907 -336	-0.7%	-$46.2K	3.43%	10
2023 Q1	$6.16M	Sell	47,243 -15	-0%	-$2.06K	3.22%	10
2022 Q4	$6.34M	Buy	+47,258	New	+$5.99M	3.74%	7

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Partners Group (Tennessee)'s JPM Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2025, selling an estimated $131K and leaving 46,413 shares worth $13.5M. The position accounts for 4.87% of the portfolio, ranked #3.

Financial Partners Group (Tennessee) first reported a position in JPM in Q4 2022 and has held it in 11 quarters since. 4,741 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

Financial Partners Group (Tennessee) held 46,413 shares of JPMorgan Chase worth $13.5M as of Q2 2025.
Financial Partners Group (Tennessee) sold 512 JPMorgan Chase shares in Q2 2025, an estimated $131K.
JPMorgan Chase made up 4.87% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #3 holding.
Financial Partners Group (Tennessee) first reported a position in JPMorgan Chase in Q4 2022 and has held it in 11 quarters since.
4,741 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.