Stratos Wealth Advisors, LLC

SEC CIK: 0001707202
Latest filing: Aug 11, 2026

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JPM holding history

JPMorgan Chase & Co in every 13F filed by Stratos Wealth Advisors, LLC, 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): 55,138
Value: $18.0M
% of portfolio: 1.0%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Stratos Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,138	$18.0M	1.0%	−95−0.2%	Reduced	Holders
Q1 2026	55,233	$16.2M	1.0%	+2,068+3.9%	Added	Holders
Q4 2025	53,165	$17.1M	0.8%	−239−0.4%	Reduced	Holders
Q3 2025	53,404	$16.8M	0.8%	+1,584+3.1%	Added	Holders
Q2 2025	51,820	$15.0M	0.8%	−34,957−40.3%	Reduced	Holders
Q1 2025	86,777	$21.3M	1.2%	+25,126+40.8%	Added	Holders
Q4 2024	61,651	$14.8M	0.7%	−2,398−3.7%	Reduced	Holders
Q3 2024	64,049	$13.5M	0.6%	+513+0.8%	Added	Holders
Q2 2024	63,536	$12.9M	0.6%	−3,101−4.7%	Reduced	Holders
Q1 2024	66,637	$13.3M	0.8%	−21,519−24.4%	Reduced	Holders
Q4 2023	88,156	$15.0M	0.9%	+8,180+10.2%	Added	Holders
Q3 2023	79,976	$11.6M	0.8%	+18,601+30.3%	Added	Holders
Q2 2023	61,375	$8.93M	0.6%	−369−0.6%	Reduced	Holders
Q1 2023	61,744	$8.05M	0.6%	−2,628−4.1%	Reduced	Holders
Q4 2022	64,372	$8.63M	0.7%	+33,504+108.5%	Added	Holders
Q3 2022	30,868	$3.23M	0.3%	−17,065−35.6%	Reduced	Holders
Q2 2022	47,933	$5.40M	0.5%	+2,993+6.7%	Added	Holders
Q1 2022	44,940	$6.13M	0.5%	−1,147−2.5%	Reduced	Holders
Q4 2021	46,087	$7.30M	0.5%	+1,280+2.9%	Added	Holders
Q3 2021	44,807	$7.33M	0.6%	+5,215+13.2%	Added	Holders
Q2 2021	39,592	$6.16M	0.5%	+4,660+13.3%	Added	Holders
Q1 2021	34,932	$5.32M	0.6%	–	–	Holders

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