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Disclosery

Financial Partners Group, Inc: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Partners Group, Inc on JEPI, newest first. How the timeline and the estimate are built.

Financial Partners Group, Inc held 11,247 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,247 shares
    Change vs previous 13F -10,466 shares

    0.06% of the 13F portfolio, value $635,239.

    13F-HR 0002085853-26-000820 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,713 shares
    Change vs previous 13F +188 shares

    0.15% of the 13F portfolio, value $1,230,701.

    13F-HR 0002085853-26-000362 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,525 shares
    Change vs previous 13F -5,092 shares

    0.15% of the 13F portfolio, value $1,260,510.

    13F-HR 0002085853-26-000184 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,617 shares
    Change vs previous 13F -6,439 shares

    0.19% of the 13F portfolio, value $1,519,851.

    13F-HR 0002085853-25-000112 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,056 shares
    Change vs previous 13F -292,294 shares

    0.26% of the 13F portfolio, value $1,879,211.

    13F-HR 0001667731-25-000799 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 325,350 shares
    Change vs previous 13F -130,789 shares

    2.87% of the 13F portfolio, value $18,590,471.

    13F-HR 0001667731-25-000599 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 456,139 shares
    Change vs previous 13F -16,062 shares

    3.83% of the 13F portfolio, value $26,241,683.

    13F-HR 0001667731-25-000128 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 472,201 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $28,100,681.

    13F-HR 0001731169-24-000006 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).