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Stratos Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Stratos Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Stratos Wealth Advisors's JPM Position: Q1 2026 in Review

Stratos Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, buying an estimated $628K and bringing the position to 55,233 shares worth $16.2M. The position accounts for 1% of the portfolio, ranked #15.

Stratos Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.3M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stratos Wealth Advisors held 55,233 shares of JPMorgan Chase worth $16.2M as of Q1 2026.
  • Stratos Wealth Advisors bought 2,068 JPMorgan Chase shares in Q1 2026, an estimated $628K.
  • JPMorgan Chase made up 1% of Stratos Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Stratos Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's JPMorgan Chase position peaked at $21.3M in Q1 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.