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

Stratos Wealth Partners, Ltd.

  • $8.04 Billion
  • Q3 2025

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 5,911 shares of JPSE stock, worth $289,639. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,911
Previous 8,876 33.4%
Holding current value
$289,639
Previous $403,000 27.05%
% of portfolio
0.0%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$45.04 - $50.93 $133,543 - $151,007
-2,965 Reduced 33.4%
5,911 $294,000
Q2 2025

Jul 29, 2025
SELL
$38.2 - $45.49 $228,397 - $271,984
-5,979 Reduced 40.25%
8,876 $403,000
Q1 2025

Apr 30, 2025
SELL
$42.78 - $48.51 $35,849 - $40,651
-838 Reduced 5.34%
14,855 $647,000
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
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
More about JPSE
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email