A detailed history of Stratos Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Stratos Wealth Advisors, LLC holds 64,049 shares of JPM stock, worth $16 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
64,049
Previous 63,536 0.81%
Holding current value
$16 Million
Previous $12.9 Million 5.06%
% of portfolio
0.63%
Previous 0.65%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$194.9 - $224.8 $99,983 - $115,322
513 Added 0.81%
64,049 $13.5 Million
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $558,428 - $635,053
-3,101 Reduced 4.65%
63,536 $12.9 Million
Q1 2024

Apr 16, 2024

SELL
$167.09 - $200.3 $3.6 Million - $4.31 Million
-21,519 Reduced 24.41%
66,637 $13.3 Million
Q4 2023

Jan 24, 2024

BUY
$135.69 - $170.3 $1.11 Million - $1.39 Million
8,180 Added 10.23%
88,156 $15 Million
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $2.66 Million - $2.94 Million
18,601 Added 30.31%
79,976 $11.6 Million
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $47,036 - $53,667
-369 Reduced 0.6%
61,375 $8.93 Million
Q1 2023

Apr 27, 2023

SELL
$124.91 - $143.8 $328,263 - $377,906
-2,628 Reduced 4.08%
61,744 $8.05 Million
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $3.42 Million - $4.62 Million
33,504 Added 108.54%
64,372 $0
Q3 2022

Oct 24, 2022

SELL
$20.73 - $120.58 $353,757 - $2.06 Million
-17,065 Reduced 35.6%
30,868 $3.23 Million
Q2 2022

Jul 22, 2022

BUY
$112.61 - $135.91 $337,041 - $406,778
2,993 Added 6.66%
47,933 $5.4 Million
Q1 2022

Apr 26, 2022

SELL
$128.3 - $168.44 $147,160 - $193,200
-1,147 Reduced 2.49%
44,940 $6.13 Million
Q4 2021

Jan 14, 2022

BUY
$153.94 - $171.78 $197,043 - $219,878
1,280 Added 2.86%
46,087 $7.3 Million
Q3 2021

Oct 19, 2021

BUY
$146.97 - $166.98 $766,448 - $870,800
5,215 Added 13.17%
44,807 $7.34 Million
Q2 2021

Jul 19, 2021

BUY
$147.37 - $166.44 $686,744 - $775,610
4,660 Added 13.34%
39,592 $6.16 Million
Q1 2021

Apr 27, 2021

BUY
$125.65 - $157.65 $854,420 - $1.07 Million
6,800 Added 24.17%
34,932 $5.32 Million
Q4 2020

Jan 29, 2021

BUY
$96.54 - $127.07 $556,166 - $732,050
5,761 Added 25.75%
28,132 $3.58 Million
Q3 2020

Oct 29, 2020

BUY
$91.28 - $103.82 $102,781 - $116,901
1,126 Added 5.3%
22,371 $2.15 Million
Q2 2020

Jul 28, 2020

BUY
$84.03 - $113.45 $953,992 - $1.29 Million
11,353 Added 114.77%
21,245 $2 Million
Q1 2020

May 04, 2020

BUY
$79.03 - $141.09 $244,439 - $436,391
3,093 Added 45.49%
9,892 $891,000
Q4 2019

Jan 29, 2020

SELL
$111.82 - $139.4 $633,013 - $789,143
-5,661 Reduced 45.43%
6,799 $948,000
Q3 2019

Nov 12, 2019

BUY
$104.8 - $120.23 $21,588 - $24,767
206 Added 1.68%
12,460 $1.47 Million
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $14,335 - $15,908
137 Added 1.13%
12,254 $1.37 Million
Q1 2019

May 07, 2019

BUY
$97.11 - $107.19 $16,702 - $18,436
172 Added 1.44%
12,117 $1.23 Million
Q4 2018

Feb 12, 2019

BUY
$92.14 - $115.32 $1.1 Million - $1.38 Million
11,945 New
11,945 $1.17 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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