Financial Partners Group (Tennessee)’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
46,413
-512
| -1% | -$148K | 4.87% | 3 |
|
|
2025
Q1 | $11.5M | Sell |
46,925
-1,125
| -2% | -$276K | 5% | 3 |
|
|
2024
Q4 | $11.5M | Sell |
48,050
-275
| -0.6% | -$65.9K | 4.78% | 4 |
|
|
2024
Q3 | $10.2M | Sell |
48,325
-24
| -0% | -$5.06K | 3.82% | 9 |
|
|
2024
Q2 | $9.78M | Buy |
48,349
+2
| +0% | +$405 | 3.8% | 6 |
|
|
2024
Q1 | $9.68M | Buy |
48,347
+1,437
| +3% | +$288K | 3.75% | 7 |
|
|
2023
Q4 | $7.98M | Buy |
46,910
+3
| +0% | +$510 | 3.61% | 11 |
|
|
2023
Q3 | $6.8M | Hold |
46,907
| – | – | 3.26% | 11 |
|
|
2023
Q2 | $6.82M | Sell |
46,907
-336
| -0.7% | -$48.9K | 3.43% | 10 |
|
|
2023
Q1 | $6.16M | Sell |
47,243
-15
| -0% | -$1.96K | 3.22% | 10 |
|
|
2022
Q4 | $6.34M | Buy |
+47,258
| New | +$6.34M | 3.74% | 7 |
|