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Park Square Financial Group, LLC

SEC CIK
0002058285
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Park Square Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
79
Value
$25.9K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of JPM by Park Square Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202679$25.9K0.2%−23−22.5%ReducedHolders
Q1 2026102$30.0K0.2%−106−51.0%ReducedHolders
Q4 2025208$49.9K0.3%−29−12.2%ReducedHolders
Q3 2025237$74.8K0.3%−1,700−87.8%ReducedHolders
Q2 20251,937$561.6K0.4%+94+5.1%AddedHolders
Q1 20251,843$452.1K0.4%−181−8.9%ReducedHolders
Q4 20242,024$485.2K0.3%–No prior filingHolders