Stratos Wealth Partners, Ltd. Jpmorgan Tr. Diversified Retur Transaction History

Stratos Wealth Partners, Ltd.

$8.26 Billion
Q4 2025

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 4,441 shares of JPME stock, worth $474,298. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,441

Previous 4,455 0.31%

Holding current value

$474,298

Previous $483,000 1.86%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$104.95 - $108.98 $1,469 - $1,525	-14 Reduced 0.31%	4,441 $474,000
Q3 2025 Nov 06, 2025	SELL	$103.48 - $109.86 $66,744 - $70,859	-645 Reduced 12.65%	4,455 $483,000
Q2 2025 Jul 29, 2025	SELL	$89.28 - $103.8 $5,535 - $6,435	-62 Reduced 1.2%	5,100 $528,000
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

# of Institutions

107

Shares Held

2.38M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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Stratos Wealth Partners, Ltd. Jpmorgan Tr. Diversified Retur Transaction History