Stratos Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1707202 BEACHWOOD, OH

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$18,048,321

+$1,800,982 QoQ

Shares Held

55,138

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#1,061

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $22,446,410 across 5 Banks - Diversified names. JPM ranks #1 (80.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	55,138	$18,048,321
2	BAC	Bank Of America Corp /De/	52,086	$2,967,860
3	WFC	Wells Fargo & Company/Mn	8,165	$674,755
4	C	Citigroup Inc	3,827	$535,626
5	ING	Ing Groep NV	7,006	$219,848

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,048,321	55,138	-0.2%	Shares	Sole	2026-08-11
2026-03-31	$16,247,339	55,233	+3.9%	Shares	Sole	2026-04-28
2025-12-31	$17,130,826	53,165	-0.4%	Shares	Sole	2026-01-20
2025-09-30	$16,845,223	53,404	+3.1%	Shares	Sole	2025-11-06
2025-06-30	$15,023,136	51,820	-40.3%	Shares	Sole	2025-07-29
2025-03-31	$21,286,398	86,777	+40.8%	Shares	Sole	2025-04-30
2024-12-31	$14,778,361	61,651	-3.7%	Shares	Sole	2025-01-27
2024-09-30	$13,505,372	64,049	+0.8%	Shares	Sole	2024-10-17
2024-06-30	$12,850,791	63,536	-4.7%	Shares	Sole	2024-07-24
2024-03-31	$13,347,391	66,637	-24.4%	Shares	Sole	2024-04-16
2023-12-31	$14,995,335	88,156	+10.2%	Shares	Sole	2024-01-24
2023-09-30	$11,598,119	79,976	+30.3%	Shares	Sole	2023-10-24
2023-06-30	$8,926,380	61,375	-0.6%	Shares	Sole	2023-07-18
2023-03-31	$8,045,860	61,744	-4.1%	Shares	Sole	2023-04-27
2022-12-31	$8,632,285	64,372	+108.5%	Shares	Sole	2023-01-19
2022-09-30	$3,225,706	30,868	-35.6%	Shares	Sole	2022-10-24
2022-06-30	$5,397,735	47,933	+6.7%	Shares	Sole	2022-07-22
2022-03-31	$6,126,220	44,940	-2.5%	Shares	Sole	2022-04-26
2021-12-31	$7,297,876	46,087	+2.9%	Shares	Sole	2022-01-14
2021-09-30	$7,334,457	44,807	+13.2%	Shares	Sole	2021-10-19
2021-06-30	$6,158,139	39,592	+13.3%	Shares	Sole	2021-07-19
2021-03-31	$5,317,698	34,932	+24.2%	Shares	Sole	2021-04-27
2020-12-31	$3,574,733	28,132	+25.8%	Shares	Sole	2021-01-29
2020-09-30	$2,153,656	22,371	+5.3%	Shares	Sole	2020-10-29
2020-06-30	$1,998,304	21,245	+114.8%	Shares	Sole	2020-07-28
2020-03-31	$890,576	9,892	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.