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Disclosery

Financial Partners Group, Inc: JEPQ position timeline

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

Financial Partners Group, Inc held 45,774 JEPQ 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 45,774 shares
    Change vs previous 13F +1,008 shares

    0.29% of the 13F portfolio, value $2,813,265.

    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 44,766 shares
    Change vs previous 13F -7,644 shares

    0.3% of the 13F portfolio, value $2,485,388.

    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 52,410 shares
    Change vs previous 13F -206,785 shares

    0.36% of the 13F portfolio, value $3,114,724.

    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 259,195 shares
    Change vs previous 13F +8,219 shares

    1.86% of the 13F portfolio, value $14,908,907.

    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 250,976 shares
    Change vs previous 13F +30,914 shares

    1.89% of the 13F portfolio, value $13,653,075.

    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 220,062 shares
    Change vs previous 13F +37,463 shares

    1.76% of the 13F portfolio, value $11,394,831.

    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 182,599 shares
    Change vs previous 13F +38,426 shares

    1.5% of the 13F portfolio, value $10,294,927.

    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 144,173 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $7,919,430.

    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).