SEC 13F Intelligence

Financial Partners Group, LLC / JPM

Financial Partners Group, LLC’s Jpmorgan Chase & Co Position

Does Financial Partners Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 46.4K shares worth $13M (+4.87% of its 13F portfolio) as of Q2 2025, down from 46.9K shares the prior filed quarter.

Position Value
$13M
Q2 2025
Shares
46.4K
% of Portfolio
+4.87%
Quarters Held
11
currently held

Position History JPM

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ2 ’23Q3 ’23: $7MQ4 ’23: $8MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ2 ’24Q3 ’24: $10MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $13MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202546.4K$13M+4.87%
Q1 202546.9K$12M+5.00%
Q4 202448.0K$12M+4.78%
Q3 202448.3K$10M+3.82%
Q2 202448.3K$10M+3.80%
Q1 202448.3K$10M+3.75%
Q4 202346.9K$8M+3.61%
Q3 202346.9K$7M+3.26%
Q2 202346.9K$7M+3.43%
Q1 202347.2K$6M+3.22%
Q4 202247.3K$6M+3.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Partners Group, LLC’s full portfolio or all institutional holders of JPM.