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Disclosery

Financial Partners Group, LLC: JPM position timeline

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

Financial Partners Group, LLC held 46,413 JPM shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 46,413 shares
    Change vs previous 13F -512 shares

    4.87% of the 13F portfolio, value $13,455,545.

    13F-HR 0001221073-25-000060 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 46,925 shares
    Change vs previous 13F -1,125 shares

    5% of the 13F portfolio, value $11,510,599.

    13F-HR 0001221073-25-000039 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 48,050 shares
    Change vs previous 13F -275 shares

    4.78% of the 13F portfolio, value $11,518,175.

    13F-HR 0001221073-25-000005 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 48,325 shares
    Change vs previous 13F -24 shares

    3.82% of the 13F portfolio, value $10,189,751.

    13F-HR 0001221073-24-000087 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 48,349 shares
    Change vs previous 13F +2 shares

    3.8% of the 13F portfolio, value $9,778,994.

    13F-HR 0001221073-24-000052 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 48,347 shares
    Change vs previous 13F +1,437 shares

    3.75% of the 13F portfolio, value $9,683,949.

    13F-HR 0001221073-24-000025 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 46,910 shares
    Change vs previous 13F +3 shares

    3.61% of the 13F portfolio, value $7,979,346.

    13F-HR 0001221073-24-000019 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 46,907 shares
    Change vs previous 13F not available

    3.26% of the 13F portfolio, value $6,802,511.

    13F-HR 0001221073-23-000084 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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