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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |