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 5,162 shares of JPME stock, worth $506,908. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,162
Previous 9,479 45.54%
Holding current value
$506,908
Previous $971,000 46.55%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

SELL
$97.76 - $107.35 $422,029 - $463,429
-4,317 Reduced 45.54%
5,162 $519,000
Q4 2024

Jan 27, 2025

SELL
$102.08 - $110.92 $2,041 - $2,218
-20 Reduced 0.21%
9,479 $971,000
Q3 2024

Oct 17, 2024

SELL
$94.32 - $105.04 $5,470 - $6,092
-58 Reduced 0.61%
9,499 $997,000
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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