Stratos Investment Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1707206 BEACHWOOD, OH

Position in JPM

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

Position Value

$18,477,451

+$2,073,619 QoQ

Shares Held

56,449

+1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

#1,049

of 5,058 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 Investment Management, LLC holds $49,530,007 across 6 Banks - Diversified names. JPM ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	56,449	$18,477,451
2	C	Citigroup Inc	97,740	$13,679,690
3	BAC	Bank Of America Corp /De/	158,545	$9,033,894
4	WFC	Wells Fargo & Company/Mn	88,909	$7,347,439
5	BNY	Bank of New York Mellon Corp	5,602	$810,105
6	SAN	Banco Santander, S.A.	13,147	$181,428

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,477,451	56,449	+1.2%	Shares	Sole	2026-08-11
2026-03-31	$16,403,832	55,765	+2.6%	Shares	Sole	2026-04-28
2025-12-31	$17,511,368	54,346	+2.1%	Shares	Sole	2026-01-20
2025-09-30	$16,790,654	53,231	-0.5%	Shares	Sole	2025-11-06
2025-06-30	$15,513,953	53,513	+1.2%	Shares	Sole	2025-07-29
2025-03-31	$12,969,501	52,872	+15.3%	Shares	Sole	2025-04-30
2024-12-31	$10,990,224	45,848	-4.6%	Shares	Sole	2025-01-27
2024-09-30	$10,131,401	48,048	+9.5%	Shares	Sole	2024-10-17
2024-06-30	$8,878,000	43,894	-19.1%	Shares	Sole	2024-07-24
2024-03-31	$10,861,267	54,225	-2.6%	Shares	Sole	2024-04-16
2023-12-31	$9,474,570	55,700	-8.0%	Shares	Sole	2024-01-24
2023-09-30	$8,780,670	60,548	+5.2%	Shares	Sole	2023-10-24
2023-06-30	$8,371,526	57,560	+5.9%	Shares	Sole	2023-07-18
2023-03-31	$7,082,348	54,350	-2.7%	Shares	Sole	2023-05-01
2022-12-31	$7,490,960	55,861	+1.0%	Shares	Sole	2023-01-19
2022-09-30	$5,780,835	55,319	-7.4%	Shares	Sole	2022-10-24
2022-06-30	$6,727,434	59,741	+3.4%	Shares	Sole	2022-09-06
2022-03-31	$7,873,843	57,760	+4.1%	Shares	Sole	2022-04-26
2021-12-31	$8,788,425	55,500	+0.2%	Shares	Sole	2022-01-14
2021-09-30	$9,064,661	55,377	+28.6%	Shares	Sole	2021-10-19
2021-06-30	$6,695,997	43,050	+12.0%	Shares	Sole	2021-07-19
2021-03-31	$5,853,852	38,454	-11.7%	Shares	Sole	2021-04-27
2020-12-31	$5,532,119	43,536	+6.1%	Shares	Sole	2021-01-29
2020-09-30	$3,948,514	41,015	+14.1%	Shares	Sole	2020-10-29
2020-06-30	$3,382,115	35,957	+21.3%	Shares	Sole	2020-07-28
2020-03-31	$2,669,299	29,649	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.