A detailed history of Stratos Wealth Partners, Ltd. transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 14,332 shares of JPSE stock, worth $679,050. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,332
Previous 29,037 50.64%
Holding current value
$679,050
Previous $1.31 Million 52.44%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jul 24, 2024

SELL
$42.08 - $45.34 $618,786 - $666,724
-14,705 Reduced 50.64%
14,332 $624,000
Q1 2024

Apr 16, 2024

SELL
$41.74 - $45.2 $787,508 - $852,788
-18,867 Reduced 39.39%
29,037 $1.31 Million
Q4 2023

Jan 24, 2024

BUY
$36.92 - $44.74 $445,587 - $539,967
12,069 Added 33.68%
47,904 $2.11 Million
Q3 2023

Oct 24, 2023

BUY
$38.77 - $43.1 $530,877 - $590,168
13,693 Added 61.84%
35,835 $1.41 Million
Q2 2023

Jul 18, 2023

BUY
$37.79 - $40.96 $559,140 - $606,044
14,796 Added 201.42%
22,142 $906,000
Q1 2023

Apr 27, 2023

SELL
$37.92 - $43.54 $24,951 - $28,649
-658 Reduced 8.22%
7,346 $292,000
Q4 2022

Jan 19, 2023

BUY
$36.1 - $41.8 $2,274 - $2,633
63 Added 0.79%
8,004 $0
Q3 2022

Oct 24, 2022

BUY
$35.2 - $43.26 $35,024 - $43,043
995 Added 14.32%
7,941 $281,000
Q2 2022

Jul 22, 2022

BUY
$36.34 - $44.25 $50,548 - $61,551
1,391 Added 25.04%
6,946 $260,000
Q1 2022

Apr 26, 2022

BUY
$40.95 - $46.65 $227,477 - $259,140
5,555 New
5,555 $243,000

Others Institutions Holding JPSE

About J P MORGAN DIVERSIFIED RETURN


  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.