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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.5M Sell
2025
Q1
$11.5M Sell
2024
Q4
$11.5M Sell
2024
Q3
$10.2M Sell
2024
Q2
$9.78M Buy
2024
Q1
$9.68M Buy
2023
Q4
$7.98M Buy
2023
Q3
$6.8M Hold
2023
Q2
$6.82M Sell
2023
Q1
$6.16M Sell
2022
Q4
$6.34M Buy