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Stratos Wealth Partners, LTD.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stratos Wealth Partners, LTD. on JPM, newest first. How the timeline and the estimate are built.

Stratos Wealth Partners, LTD. held 347,617 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,617 shares
    Change vs previous 13F +1,292 shares

    0.78% of the 13F portfolio, value $113,785,959.

    13F-HR 0001612865-26-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 236,030 shares
    • Stratos Wealth Advisors, LLC: 55,138 shares
    • Stratos Investment Management, LLC: 56,449 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 346,325 shares
    Change vs previous 13F +3,221 shares

    0.79% of the 13F portfolio, value $101,875,275.

    13F-HR 0001612865-26-000002 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 235,327 shares
    • Stratos Wealth Advisors, LLC: 55,233 shares
    • Stratos Investment Management, LLC: 55,765 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 343,104 shares
    Change vs previous 13F +19,885 shares

    0.82% of the 13F portfolio, value $110,555,488.

    13F-HR 0001612865-26-000001 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 235,593 shares
    • Stratos Wealth Advisors, LLC: 53,165 shares
    • Stratos Investment Management, LLC: 54,346 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 323,219 shares
    Change vs previous 13F +13,807 shares

    0.79% of the 13F portfolio, value $101,953,493.

    13F-HR 0001612865-25-000004 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 216,584 shares
    • Stratos Wealth Advisors, LLC: 53,404 shares
    • Stratos Investment Management, LLC: 53,231 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 309,412 shares
    Change vs previous 13F -30,105 shares

    0.78% of the 13F portfolio, value $89,701,955.

    13F-HR 0001085146-25-004229 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 204,079 shares
    • Stratos Wealth Advisors, LLC: 51,820 shares
    • Stratos Investment Management, LLC: 53,513 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 339,517 shares
    Change vs previous 13F -47,716 shares

    0.81% of the 13F portfolio, value $83,283,882.

    13F-HR 0001085146-25-002483 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 199,868 shares
    • Stratos Wealth Advisors, LLC: 86,777 shares
    • Stratos Investment Management, LLC: 52,872 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 387,233 shares
    Change vs previous 13F +25,580 shares

    0.86% of the 13F portfolio, value $92,823,932.

    13F-HR 0001085146-25-000497 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 279,734 shares
    • Stratos Wealth Advisors, LLC: 61,651 shares
    • Stratos Investment Management, LLC: 45,848 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 361,653 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $76,258,582.

    13F-HR 0001085146-24-004982 filed by Stratos Wealth Partners, LTD.
    Filed (acceptance time not in the bulk data set), ingested

    • Stratos Wealth Partners, LTD.: 249,556 shares
    • Stratos Wealth Advisors, LLC: 64,049 shares
    • Stratos Investment Management, LLC: 48,048 shares

    Acceptance time not in the bulk data set (spec §4.2).