Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$77,259,699
+$8,035,909 QoQ
Shares Held
236,030
+0.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#471
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $114,157,822 across 10 Banks - Diversified names. JPM ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
236,030 | $77,259,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
282,468 | $16,095,026 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
108,617 | $8,976,108 | |
| 4 | C |
Citigroup Inc
|
36,501 | $5,108,679 | |
| 5 | TD |
Toronto Dominion Bank
|
21,257 | $2,581,237 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
17,297 | $2,501,319 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
7,693 | $884,695 | |
| 8 | SAN |
Banco Santander, S.A.
|
22,980 | $317,124 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,259,699 | 236,030 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $69,223,790 | 235,327 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $75,912,776 | 235,593 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $68,317,091 | 216,584 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $59,164,542 | 204,079 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $49,027,620 | 199,868 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $67,055,037 | 279,734 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $52,621,378 | 249,556 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $44,536,842 | 220,196 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $44,646,269 | 222,897 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $37,562,672 | 220,827 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $32,025,781 | 220,837 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $30,666,314 | 210,852 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $25,275,709 | 193,966 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $28,259,027 | 210,731 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $22,889,053 | 219,034 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $27,974,350 | 248,418 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $32,982,896 | 241,952 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $36,791,197 | 232,341 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $37,107,540 | 226,694 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $34,998,210 | 225,011 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $34,254,185 | 225,016 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $28,279,428 | 222,550 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $21,874,469 | 227,220 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $21,658,537 | 230,263 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $20,066,246 | 222,884 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||