Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in JPMORGAN CHASE & CO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.6M shares of JPM (JPMORGAN CHASE & CO), worth $550.5M as of 2025-Q4. The position was increased (++0.3% shares). JPM represents 0.7% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.
Current Value
$550.5M
Current Shares
1.6M
Total Value Change
+$234.1M
Total Shares Change
+80,997
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |