SWP
Stratos Wealth Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2M | Buy |
204,079
+4,211
| +2% | +$1.22M | 0.8% | 20 |
|
|
2025
Q1 | $49M | Sell |
199,868
-79,866
| -29% | -$19.6M | 0.75% | 22 |
|
|
2024
Q4 | $67.1M | Buy |
279,734
+30,178
| +12% | +$7.23M | 0.95% | 16 |
|
|
2024
Q3 | $52.6M | Buy |
249,556
+29,360
| +13% | +$6.19M | 0.76% | 22 |
|
|
2024
Q2 | $44.5M | Sell |
220,196
-2,701
| -1% | -$546K | 0.71% | 23 |
|
|
2024
Q1 | $44.6M | Buy |
222,897
+2,070
| +0.9% | +$415K | 0.74% | 21 |
|
|
2023
Q4 | $37.6M | Sell |
220,827
-10
| -0% | -$1.7K | 0.7% | 21 |
|
|
2023
Q3 | $32M | Buy |
220,837
+9,985
| +5% | +$1.45M | 0.69% | 23 |
|
|
2023
Q2 | $30.7M | Buy |
210,852
+16,886
| +9% | +$2.46M | 0.69% | 22 |
|
|
2023
Q1 | $25.3M | Sell |
193,966
-16,765
| -8% | -$2.18M | 0.67% | 24 |
|
|
2022
Q4 | $28.3M | Sell |
210,731
-8,303
| -4% | -$1.11M | 0.72% | 22 |
|
|
2022
Q3 | $22.9M | Sell |
219,034
-29,384
| -12% | -$3.07M | 0.64% | 26 |
|
|
2022
Q2 | $28M | Buy |
248,418
+6,466
| +3% | +$728K | 0.71% | 25 |
|
|
2022
Q1 | $33M | Buy |
241,952
+9,611
| +4% | +$1.31M | 0.74% | 22 |
|
|
2021
Q4 | $36.8M | Buy |
232,341
+5,647
| +2% | +$894K | 0.81% | 18 |
|
|
2021
Q3 | $37.1M | Buy |
226,694
+1,683
| +0.7% | +$275K | 0.94% | 14 |
|
|
2021
Q2 | $35M | Sell |
225,011
-5
| -0% | -$778 | 0.87% | 16 |
|
|
2021
Q1 | $34.3M | Buy |
225,016
+2,466
| +1% | +$375K | 0.95% | 14 |
|
|
2020
Q4 | $28.3M | Sell |
222,550
-4,670
| -2% | -$593K | 0.84% | 14 |
|
|
2020
Q3 | $21.9M | Sell |
227,220
-3,043
| -1% | -$293K | 0.72% | 19 |
|
|
2020
Q2 | $21.7M | Buy |
230,263
+7,379
| +3% | +$694K | 0.77% | 18 |
|
|
2020
Q1 | $20.1M | Buy |
222,884
+42,108
| +23% | +$3.79M | 0.92% | 16 |
|
|
2019
Q4 | $25.2M | Buy |
180,776
+562
| +0.3% | +$78.3K | 0.99% | 17 |
|
|
2019
Q3 | $21.2M | Buy |
180,214
+2,240
| +1% | +$264K | 0.92% | 16 |
|
|
2019
Q2 | $19.9M | Buy |
177,974
+1,314
| +0.7% | +$147K | 0.86% | 16 |
|
|
2019
Q1 | $17.9M | Buy |
176,660
+7,239
| +4% | +$733K | 0.8% | 17 |
|
|
2018
Q4 | $16.5M | Buy |
169,421
+505
| +0.3% | +$49.3K | 0.85% | 17 |
|
|
2018
Q3 | $19.1M | Sell |
168,916
-5
| -0% | -$564 | 0.85% | 17 |
|
|
2018
Q2 | $17.6M | Sell |
168,921
-6,508
| -4% | -$678K | 0.79% | 21 |
|
|
2018
Q1 | $19.3M | Buy |
175,429
+9,471
| +6% | +$1.04M | 0.81% | 19 |
|
|
2017
Q4 | $17.7M | Sell |
165,958
-2,824
| -2% | -$302K | 0.8% | 21 |
|
|
2017
Q3 | $16.1M | Sell |
168,782
-5,876
| -3% | -$561K | 0.76% | 23 |
|
|
2017
Q2 | $16M | Buy |
174,658
+8,035
| +5% | +$734K | 0.82% | 24 |
|
|
2017
Q1 | $14.6M | Buy |
166,623
+23,972
| +17% | +$2.11M | 0.83% | 23 |
|
|
2016
Q4 | $12.3M | Buy |
142,651
+12,097
| +9% | +$1.04M | 0.77% | 25 |
|
|
2016
Q3 | $8.69M | Buy |
130,554
+39,064
| +43% | +$2.6M | 0.59% | 38 |
|
|
2016
Q2 | $5.69M | Buy |
91,490
+22,516
| +33% | +$1.4M | 0.42% | 48 |
|
|
2016
Q1 | $4.09M | Buy |
68,974
+5,127
| +8% | +$304K | 0.35% | 57 |
|
|
2015
Q4 | $4.22M | Sell |
63,847
-11,280
| -15% | -$745K | 0.35% | 56 |
|
|
2015
Q3 | $4.58M | Buy |
75,127
+16,822
| +29% | +$1.03M | 0.58% | 30 |
|
|
2015
Q2 | $3.95M | Sell |
58,305
-12,831
| -18% | -$869K | 0.51% | 34 |
|
|
2015
Q1 | $4.31M | Buy |
71,136
+5,929
| +9% | +$359K | 0.51% | 38 |
|
|
2014
Q4 | $4.08M | Buy |
65,207
+10,708
| +20% | +$670K | 0.73% | 25 |
|
|
2014
Q3 | $3.28M | Buy |
54,499
+1,824
| +3% | +$110K | 0.77% | 27 |
|
|
2014
Q2 | $3.04M | Buy |
+52,675
| New | +$3.04M | 1.01% | 22 |
|