Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

JMSTJMST
19 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in J P MORGAN EXCHANGE TRADED F

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 628,928 shares of JMST (J P MORGAN EXCHANGE TRADED F), worth $31.8M as of 2026-Q3. The position was increased (+20.0% shares). JMST represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$31.8M

Current Shares

628,928

Total Value Change

+$31.3M

Total Shares Change

+619,928

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
628,928
+20.0%
$31.8M0.0%$50.45
34
2026-Q2
Increased
524,263
+33.1%
$26.7M0.0%$50.89
37
2026-Q1
Decreased
393,842
-69.0%
$20.1M0.0%$50.55
0
2025-Q4
Increased
1.3M
+18.5%
$64.7M0.1%$50.30
35
2025-Q3
Increased
1.1M
+36.8%
$54.5M0.1%$49.95
38
2025-Q2
Increased
782,821
+158.1%
$39.8M0.1%$49.48
47
2025-Q1
Decreased
303,361
-4.3%
$15.4M0.0%$49.04
0
2024-Q4
Increased
316,817
+213.9%
$16.1M0.0%$48.66
45
2024-Q3
Increased
100,928
+0.8%
$5.1M0.0%$48.37
27
2024-Q2
Increased
100,116
+25.4%
$5.1M0.0%$47.79
33
2024-Q1
Decreased
79,842
-25.7%
$4.1M0.0%$47.37
0
2023-Q4
Increased
107,503
+4.1%
$5.5M0.0%$47.11
28
2023-Q3
New
103,310
-
$5.2M0.0%$46.31
37
2023-Q2
Exited
0
-100.0%
$00.0%$46.13
0
2023-Q1
New
17,067
-
$866,8330.0%$45.92
34
2022-Q1
Exited
0
-100.0%
$00.0%$45.10
0
2021-Q4
Unchanged
9,000
0.0%
$457,0000.0%$45.45
0
2021-Q3
Unchanged
9,000
0.0%
$459,0000.0%$45.43
0
2021-Q2
New
9,000
-
$460,0000.0%$45.38
33

Other major holders of JMST: BANK OF AMERICA CORP /DE/, FMR LLC

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