Stratos Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18M | Sell |
55,138
-95
| -0.2% | -$29.5K | 0.99% | 17 |
|
|
2026
Q1 | $16.2M | Buy |
55,233
+2,068
| +4% | +$628K | 1% | 15 |
|
|
2025
Q4 | $17.1M | Sell |
53,165
-239
| -0.4% | -$74K | 0.83% | 22 |
|
|
2025
Q3 | $16.8M | Buy |
53,404
+1,584
| +3% | +$471K | 0.81% | 25 |
|
|
2025
Q2 | $15M | Sell |
51,820
-34,957
| -40% | -$8.92M | 0.79% | 24 |
|
|
2025
Q1 | $21.3M | Buy |
86,777
+25,126
| +41% | +$6.41M | 1.16% | 14 |
|
|
2024
Q4 | $14.8M | Sell |
61,651
-2,398
| -4% | -$559K | 0.71% | 29 |
|
|
2024
Q3 | $13.5M | Buy |
64,049
+513
| +0.8% | +$108K | 0.62% | 38 |
|
|
2024
Q2 | $12.9M | Sell |
63,536
-3,101
| -5% | -$606K | 0.64% | 34 |
|
|
2024
Q1 | $13.3M | Sell |
66,637
-21,519
| -24% | -$3.88M | 0.79% | 22 |
|
|
2023
Q4 | $15M | Buy |
88,156
+8,180
| +10% | +$1.24M | 0.86% | 18 |
|
|
2023
Q3 | $11.6M | Buy |
79,976
+18,601
| +30% | +$2.79M | 0.77% | 21 |
|
|
2023
Q2 | $8.93M | Sell |
61,375
-369
| -0.6% | -$50.8K | 0.63% | 26 |
|
|
2023
Q1 | $8.05M | Sell |
61,744
-2,628
| -4% | -$360K | 0.62% | 27 |
|
|
2022
Q4 | $8.63M | Buy |
64,372
+33,504
| +109% | +$4.25M | 0.72% | 21 |
|
|
2022
Q3 | $3.23M | Sell |
30,868
-17,065
| -36% | -$1.96M | 0.34% | 78 |
|
|
2022
Q2 | $5.4M | Buy |
47,933
+2,993
| +7% | +$371K | 0.49% | 42 |
|
|
2022
Q1 | $6.13M | Sell |
44,940
-1,147
| -2% | -$169K | 0.5% | 42 |
|
|
2021
Q4 | $7.3M | Buy |
46,087
+1,280
| +3% | +$210K | 0.53% | 40 |
|
|
2021
Q3 | $7.33M | Buy |
44,807
+5,215
| +13% | +$818K | 0.63% | 32 |
|
|
2021
Q2 | $6.16M | Buy |
39,592
+4,660
| +13% | +$732K | 0.54% | 34 |
|
|
2021
Q1 | $5.32M | Buy |
34,932
+6,800
| +24% | +$978K | 0.56% | 42 |
|
|
2020
Q4 | $3.58M | Buy |
28,132
+5,761
| +26% | +$644K | 0.49% | 51 |
|
|
2020
Q3 | $2.15M | Buy |
22,371
+1,126
| +5% | +$111K | 0.52% | 48 |
|
|
2020
Q2 | $2M | Buy |
21,245
+11,353
| +115% | +$1.08M | 0.61% | 46 |
|
|
2020
Q1 | $891K | Buy |
9,892
+3,093
| +45% | +$376K | 0.63% | 39 |
|
|
2019
Q4 | $948K | Sell |
6,799
-5,661
| -45% | -$726K | 0.54% | 41 |
|
|
2019
Q3 | $1.47M | Buy |
12,460
+206
| +2% | +$23.3K | 0.56% | 39 |
|
|
2019
Q2 | $1.37M | Buy |
12,254
+137
| +1% | +$15.1K | 0.55% | 38 |
|
|
2019
Q1 | $1.23M | Buy |
12,117
+172
| +1% | +$17.7K | 0.66% | 36 |
|
|
2018
Q4 | $1.17M | Buy |
+11,945
| New | +$1.27M | 0.78% | 29 |
|
Other funds holding JPM
Stratos Wealth Advisors's JPM Position: Q2 2026 in Review
Stratos Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.17% in Q2 2026, selling an estimated $29.5K and leaving 55,138 shares worth $18M. The position accounts for 0.99% of the portfolio, ranked #17.
Stratos Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.3M in Q1 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Stratos Wealth Advisors held 55,138 shares of JPMorgan Chase worth $18M as of Q2 2026.
- Stratos Wealth Advisors sold 95 JPMorgan Chase shares in Q2 2026, an estimated $29.5K.
- JPMorgan Chase made up 0.99% of Stratos Wealth Advisors's portfolio in Q2 2026, its #17 holding.
- Stratos Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- Stratos Wealth Advisors's JPMorgan Chase position peaked at $21.3M in Q1 2025.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.