Stratos Wealth Partners, Ltd. J P Morgan Diversified Return Transaction History

Stratos Wealth Partners, Ltd.

$7.06 Billion
Q2 2025

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 8,876 shares of JPSE stock, worth $442,113. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,876

Previous 14,855 40.25%

Holding current value

$442,113

Previous $647,000 37.71%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$38.2 - $45.49 $228,397 - $271,984	-5,979 Reduced 40.25%	8,876 $403,000
Q1 2025 Apr 30, 2025	SELL	$42.78 - $48.51 $35,849 - $40,651	-838 Reduced 5.34%	14,855 $647,000
Q4 2024 Jan 27, 2025	SELL	$46.77 - $51.7 $4,022 - $4,446	-86 Reduced 0.55%	15,693 $736,000
Q3 2024 Oct 17, 2024	BUY	$43.03 - $48.28 $62,264 - $69,861	1,447 Added 10.1%	15,779 $757,000
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

# of Institutions

108

Shares Held

9.24M

Call Options Held

Put Options Held

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About J P MORGAN DIVERSIFIED RETURN

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Stratos Wealth Partners, Ltd. J P Morgan Diversified Return Transaction History