Question 1

How many shares of JPM does WEALTH ENHANCEMENT ADVISORY SERVICES, LLC own?

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.3M shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's JPM position worth?

Accepted Answer

As of 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's JPM position is worth $398.1M.

Question 3

Is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC buying or selling JPM?

Accepted Answer

In 2026-Q2, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC increased their JPM position (+5.6% change in shares).

Question 4

When did WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first buy JPM?

Accepted Answer

Based on available 13F filings, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC first reported a position in JPM in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.3M	+5.6%	$398.1M	0.7%	$325.86	46
2026-Q1	Decreased	1.3M	-23.1%	$328.8M	0.7%	$300.26	0
2025-Q4	Increased	1.6M	+0.3%	$550.5M	0.7%	$321.97	44
2025-Q3	Decreased	1.6M	-19.2%	$504.7M	0.8%	$312.75	0
2025-Q2	Increased	2M	+14.2%	$601.3M	1.0%	$283.07	51
2025-Q1	Increased	1.8M	+10.9%	$436.2M	0.8%	$237.97	49
2024-Q4	Increased	1.6M	+10.2%	$384.3M	0.7%	$233.31	48
2024-Q3	Decreased	1.5M	-7.0%	$306.8M	0.7%	$203.96	0
2024-Q2	Increased	1.6M	+2.2%	$316.4M	0.8%	$194.90	45
2024-Q1	Decreased	1.5M	-1.2%	$306.7M	0.8%	$191.89	0
2023-Q4	Increased	1.5M	+3.0%	$263.6M	0.8%	$161.96	45
2023-Q3	Increased	1.5M	+616.9%	$218.2M	0.7%	$137.07	70
2023-Q2	Decreased	209,896	-4.7%	$30.5M	0.3%	$134.64	0
2023-Q1	Increased	220,268	+3695.8%	$28.7M	0.3%	$119.92	55
2022-Q4	Decreased	5,803	-89.4%	$807,336	0.0%	$123.99	0
2022-Q3	Decreased	54,691	-46.7%	$5.8M	0.1%	$97.28	0
2022-Q2	Increased	102,529	+121.4%	$11.7M	0.2%	$104.73	54
2022-Q1	Decreased	46,305	-1.3%	$6.2M	0.1%	$126.72	0
2021-Q4	Decreased	46,911	-15.8%	$7M	0.1%	$142.04	0
2021-Q3	Increased	55,735	+121.5%	$9.6M	0.1%	$147.85	53
2021-Q2	Decreased	25,157	-62.0%	$3.9M	0.1%	$136.54	0
2021-Q1	Increased	66,230	+8.5%	$10.1M	0.2%	$136.04	36
2020-Q4	Decreased	61,063	-22.4%	$8.5M	0.2%	$109.61	0
2020-Q3	Increased	78,670	+22.1%	$8.1M	0.2%	$82.60	40
2020-Q2	Increased	64,413	+30.2%	$6.4M	0.2%	$79.79	41
2020-Q1	Increased	49,459	+6.0%	$4.7M	0.2%	$79.39	34
2019-Q4	Decreased	46,639	-1.7%	$6.5M	0.2%	$116.96	0
2019-Q3	Decreased	47,458	-11.3%	$5.5M	0.2%	$98.53	0
2019-Q2	Increased	53,536	+73.2%	$6.2M	0.3%	$92.92	49
2019-Q1	New	30,906	-	$3.5M	0.2%	$83.49	44

JPM30 quarters

JPM
30 quarters