Stratos Wealth Partners, LTD.

SEC CIK: 0001612865
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Stratos Wealth Partners, LTD., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 236,030
Value: $77.3M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Stratos Wealth Partners, LTD., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	236,030	$77.3M	0.8%	+703+0.3%	Added	Holders
Q1 2026	235,327	$69.2M	0.8%	−266−0.1%	Reduced	Holders
Q4 2025	235,593	$75.9M	0.9%	+19,009+8.8%	Added	Holders
Q3 2025	216,584	$68.3M	0.8%	+12,505+6.1%	Added	Holders
Q2 2025	204,079	$59.2M	0.8%	+4,211+2.1%	Added	Holders
Q1 2025	199,868	$49.0M	0.7%	−79,866−28.6%	Reduced	Holders
Q4 2024	279,734	$67.1M	0.9%	+30,178+12.1%	Added	Holders
Q3 2024	249,556	$52.6M	0.8%	+29,360+13.3%	Added	Holders
Q2 2024	220,196	$44.5M	0.7%	−2,701−1.2%	Reduced	Holders
Q1 2024	222,897	$44.6M	0.7%	+2,070+0.9%	Added	Holders
Q4 2023	220,827	$37.6M	0.7%	−100.0%	Reduced	Holders
Q3 2023	220,837	$32.0M	0.7%	+9,985+4.7%	Added	Holders
Q2 2023	210,852	$30.7M	0.7%	+16,886+8.7%	Added	Holders
Q1 2023	193,966	$25.3M	0.7%	−16,765−8.0%	Reduced	Holders
Q4 2022	210,731	$28.3M	0.7%	−8,303−3.8%	Reduced	Holders
Q3 2022	219,034	$22.9M	0.6%	−29,384−11.8%	Reduced	Holders
Q2 2022	248,418	$28.0M	0.7%	+6,466+2.7%	Added	Holders
Q1 2022	241,952	$33.0M	0.7%	+9,611+4.1%	Added	Holders
Q4 2021	232,341	$36.8M	0.8%	+5,647+2.5%	Added	Holders
Q3 2021	226,694	$37.1M	0.9%	+1,683+0.7%	Added	Holders
Q2 2021	225,011	$35.0M	0.9%	−50.0%	Reduced	Holders
Q1 2021	225,016	$34.3M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.