A detailed history of Stratos Wealth Partners, Ltd. transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 9,557 shares of JPME stock, worth $997,272. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,557
Previous 10,032 4.73%
Holding current value
$997,272
Previous $994,000 8.55%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$92.68 - $98.71 $44,023 - $46,887
-475 Reduced 4.73%
9,557 $909,000
Q1 2024

Apr 16, 2024

SELL
$89.62 - $99.14 $357,046 - $394,973
-3,984 Reduced 28.42%
10,032 $994,000
Q4 2023

Jan 24, 2024

SELL
$79.3 - $92.33 $99,838 - $116,243
-1,259 Reduced 8.24%
14,016 $1.29 Million
Q3 2023

Oct 24, 2023

BUY
$83.14 - $91.18 $25,690 - $28,174
309 Added 2.06%
15,275 $1.28 Million
Q2 2023

Jul 18, 2023

BUY
$82.21 - $88.3 $784,447 - $842,558
9,542 Added 175.92%
14,966 $1.32 Million
Q1 2023

Apr 27, 2023

SELL
$81.5 - $91.5 $343,115 - $385,215
-4,210 Reduced 43.7%
5,424 $465,000
Q4 2022

Jan 19, 2023

BUY
$77.11 - $88.88 $742,877 - $856,269
9,634 New
9,634 $0

Others Institutions Holding JPME

About JPMORGAN TR. DIVERSIFIED RETUR


  • Ticker JPME
  • Sector ETFs
  • Industry ETFs
More about JPME
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