Wealth Enhancement Advisory Services, LLC Jpmorgan Chase & CO Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,640,663 shares of JPM stock, worth $493 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
1,640,663
Previous 2,031,381 19.23%
Holding current value
$493 Million
Previous $589 Million 12.12%
% of portfolio
0.85%
Previous 1.06%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$282.78 - $316.06 $110 Million - $123 Million
-390,718 Reduced 19.23%
1,640,663 $518 Million
Q2 2025

Jul 10, 2025
BUY
$210.28 - $289.91 $53.2 Million - $73.3 Million
252,986 Added 14.23%
2,031,381 $589 Million
Q1 2025

Apr 16, 2025
BUY
$225.19 - $279.95 $39.4 Million - $49 Million
175,068 Added 10.92%
1,778,395 $436 Million
Q4 2024

Mar 17, 2025
SELL
$205.18 - $250.29 $3.96 Million - $4.83 Million
-19,314 Reduced 1.19%
1,603,327 $384 Million
Q4 2024

Jan 10, 2025
BUY
$205.18 - $250.29 $34.4 Million - $41.9 Million
167,500 Added 11.51%
1,622,641 $389 Million
Q3 2024

Oct 23, 2024
SELL
$194.9 - $224.8 $21.3 Million - $24.5 Million
-109,045 Reduced 6.97%
1,455,141 $307 Million
Q2 2024

Jul 16, 2024
BUY
$180.08 - $204.79 $5.98 Million - $6.8 Million
33,199 Added 2.17%
1,564,186 $316 Million
Q1 2024

Apr 15, 2024
SELL
$167.09 - $200.3 $3.1 Million - $3.72 Million
-18,552 Reduced 1.2%
1,530,987 $307 Million
Q4 2023

Jan 30, 2024
BUY
$135.69 - $170.3 $6.08 Million - $7.64 Million
44,844 Added 2.98%
1,549,539 $264 Million
Q3 2023

Nov 13, 2023
BUY
$143.21 - $158.0 $185 Million - $205 Million
1,294,799 Added 616.88%
1,504,695 $218 Million
Q2 2023

Jul 21, 2023
SELL
$127.47 - $145.44 $1.32 Million - $1.51 Million
-10,372 Reduced 4.71%
209,896 $30.5 Million
Q1 2023

Apr 25, 2023
BUY
$124.91 - $143.8 $26.8 Million - $30.8 Million
214,465 Added 3695.76%
220,268 $28.7 Million
Q4 2022

Feb 01, 2023
SELL
$101.96 - $137.84 $4.98 Million - $6.74 Million
-48,888 Reduced 89.39%
5,803 $778,000
Q3 2022

Oct 17, 2022
SELL
$20.73 - $120.58 $991,681 - $5.77 Million
-47,838 Reduced 46.66%
54,691 $5.8 Million
Q2 2022

Jul 18, 2022
BUY
$112.61 - $135.91 $6.33 Million - $7.64 Million
56,224 Added 121.42%
102,529 $11.7 Million
Q1 2022

Apr 18, 2022
SELL
$128.3 - $168.44 $77,749 - $102,074
-606 Reduced 1.29%
46,305 $6.25 Million
Q4 2021

Feb 08, 2022
SELL
$153.94 - $171.78 $1.36 Million - $1.52 Million
-8,824 Reduced 15.83%
46,911 $7.01 Million
Q3 2021

Nov 03, 2021
BUY
$146.97 - $166.98 $4.49 Million - $5.11 Million
30,578 Added 121.55%
55,735 $9.55 Million
Q2 2021

Aug 10, 2021
SELL
$147.37 - $166.44 $6.05 Million - $6.84 Million
-41,073 Reduced 62.02%
25,157 $3.91 Million
Q1 2021

May 12, 2021
BUY
$125.65 - $157.65 $649,233 - $814,577
5,167 Added 8.46%
66,230 $10.1 Million
Q4 2020

Feb 10, 2021
SELL
$96.54 - $127.07 $1.7 Million - $2.24 Million
-17,607 Reduced 22.38%
61,063 $8.47 Million
Q3 2020

Nov 12, 2020
BUY
$91.28 - $103.82 $1.3 Million - $1.48 Million
14,257 Added 22.13%
78,670 $8.06 Million
Q2 2020

Oct 13, 2020
BUY
$84.03 - $113.45 $5.41 Million - $7.31 Million
64,413 New
64,413 $6.36 Million
Q2 2020

Aug 10, 2020
SELL
$84.03 - $113.45 $4.16 Million - $5.61 Million
-49,459 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$79.03 - $141.09 $222,864 - $397,873
2,820 Added 6.05%
49,459 $4.71 Million
Q4 2019

Feb 05, 2020
SELL
$111.82 - $139.4 $91,580 - $114,168
-819 Reduced 1.73%
46,639 $6.5 Million
Q3 2019

Nov 06, 2019
SELL
$104.8 - $120.23 $636,974 - $730,757
-6,078 Reduced 11.35%
47,458 $5.51 Million
Q2 2019

Aug 02, 2019
BUY
$104.64 - $116.12 $2.37 Million - $2.63 Million
22,630 Added 73.22%
53,536 $6.2 Million
Q1 2019

Apr 30, 2019
SELL
$97.11 - $107.19 $586,932 - $647,856
-6,044 Reduced 16.36%
30,906 $3.52 Million
Q4 2018

Feb 04, 2019
BUY
$92.14 - $115.32 $673,543 - $842,989
7,310 Added 24.66%
36,950 $3.87 Million
Q3 2018

Nov 02, 2018
SELL
$103.61 - $118.63 $71,594 - $81,973
-691 Reduced 2.28%
29,640 $3.06 Million
Q2 2018

Jul 30, 2018
BUY
$103.24 - $114.29 $492,661 - $545,391
4,772 Added 18.67%
30,331 $3.28 Million
Q1 2018

Apr 26, 2018
BUY
$107.01 - $118.77 $150,777 - $167,346
1,409 Added 5.83%
25,559 $2.9 Million
Q4 2017

Jan 19, 2018
BUY
$95.86 - $107.83 $332,250 - $373,738
3,466 Added 16.76%
24,150 $2.72 Million
Q3 2017

Oct 18, 2017
BUY
$88.42 - $95.51 $1.83 Million - $1.98 Million
20,684
20,684 $2.01 Million

Others Institutions Holding JPM

# of Institutions
5,428
Shares Held
1.96B
Call Options Held
28M
Put Options Held
31.7M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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