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JPM
Showing 8 of 29 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in JPMORGAN CHASE & CO

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.3M shares of JPM (JPMORGAN CHASE & CO), worth $328.8M as of 2026-Q1. The position was decreased (-23.1% shares). JPM represents 0.7% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$328.8M

Current Shares

1.3M

Total Value Change

+$12.5M

Total Shares Change

-299,318

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.3M
-23.1%
$328.8M0.7%$300.26
0
2025-Q4
Increased
1.6M
+0.3%
$550.5M0.7%$321.97
44
2025-Q3
Decreased
1.6M
-19.2%
$504.7M0.8%$312.75
0
2025-Q2
Increased
2M
+14.2%
$601.3M1.0%$283.07
51
2025-Q1
Increased
1.8M
+10.9%
$436.2M0.8%$237.97
49
2024-Q4
Increased
1.6M
+10.2%
$384.3M0.7%$233.31
48
2024-Q3
Decreased
1.5M
-7.0%
$306.8M0.7%$203.96
0
2024-Q2
Increased
1.6M
+2.2%
$316.4M0.8%$194.90
45

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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