Stratos Wealth Partners, Ltd. J P Morgan Diversified Return Transaction History

Stratos Wealth Partners, Ltd.

  • $6.9 Billion
  • Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 15,693 shares of JPSE stock, worth $740,709. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,693
Previous 15,779 0.55%
Holding current value
$740,709
Previous $757,000 2.77%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$46.77 - $51.7 $4,022 - $4,446
-86 Reduced 0.55%
15,693 $736,000
Q3 2024

Oct 17, 2024
BUY
$43.03 - $48.28 $62,264 - $69,861
1,447 Added 10.1%
15,779 $757,000
Q2 2024

Jul 24, 2024
SELL
$42.08 - $45.34 $618,786 - $666,724
-14,705 Reduced 50.64%
14,332 $624,000
Q1 2024

Apr 16, 2024
SELL
$41.74 - $45.2 $787,508 - $852,788
-18,867 Reduced 39.39%
29,037 $1.31 Million
Q4 2023

Jan 24, 2024
BUY
$36.92 - $44.74 $445,587 - $539,967
12,069 Added 33.68%
47,904 $2.11 Million
Q3 2023

Oct 24, 2023
BUY
$38.77 - $43.1 $530,877 - $590,168
13,693 Added 61.84%
35,835 $1.41 Million
Q2 2023

Jul 18, 2023
BUY
$37.79 - $40.96 $559,140 - $606,044
14,796 Added 201.42%
22,142 $906,000
Q1 2023

Apr 27, 2023
SELL
$37.92 - $43.54 $24,951 - $28,649
-658 Reduced 8.22%
7,346 $292,000
Q4 2022

Jan 19, 2023
BUY
$36.1 - $41.8 $2,274 - $2,633
63 Added 0.79%
8,004 $0
Q3 2022

Oct 24, 2022
BUY
$35.2 - $43.26 $35,024 - $43,043
995 Added 14.32%
7,941 $281,000
Q2 2022

Jul 22, 2022
BUY
$36.34 - $44.25 $50,548 - $61,551
1,391 Added 25.04%
6,946 $260,000
Q1 2022

Apr 26, 2022
BUY
$40.95 - $46.65 $227,477 - $259,140
5,555 New
5,555 $243,000

Others Institutions Holding JPSE

# of Institutions
102
Shares Held
9.47M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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