Stratos Wealth Partners, LTD. JPM Holdings History
Stratos Wealth Partners, LTD.'s JPMorgan Chase & Co Holding Summary
As of 2025-03-31, Stratos Wealth Partners, LTD. held 199,868.00 shares of JPMorgan Chase & Co(JPM), totaling $49.03 Mil. This investment constitutes 0.75% of their stock portfolio, and Stratos Wealth Partners, LTD. now holds 0.01% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q2. And since then Stratos Wealth Partners, LTD. has made 21 purchases of JPM, at an average price of $122.05, for a total of 368,731.00 shares. In addition, there have been 10 sales at an average price of $177.71 for 168,863.00 shares. Based on historical transaction data and JPM's current price of $285.82, Stratos Wealth Partners, LTD.'s estimated gain on his JPM holdings is $42.13 Mil, reflecting a 93.62% gain to date.
Stratos Wealth Partners, LTD. JPM ($285.82) Holding Chart
Stratos Wealth Partners, LTD. JPM ($285.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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