Wealth Enhancement Advisory Services, LLC J P Morgan Diversified Return Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,080 shares of JPSE stock, worth $297,920. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,080
Previous 6,202 1.97%
Holding current value
$297,920
Previous $282,000 7.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2025
SELL
$45.04 - $50.93 $5,494 - $6,213
-122 Reduced 1.97%
6,080 $302,000
Q2 2025

Jul 10, 2025
SELL
$38.2 - $45.49 $7,219 - $8,597
-189 Reduced 2.96%
6,202 $282,000
Q1 2025

Apr 16, 2025
BUY
$42.78 - $48.51 $273,406 - $310,027
6,391 New
6,391 $278,000
Q3 2024

Oct 23, 2024
BUY
$43.03 - $48.28 $190,622 - $213,880
4,430 New
4,430 $212,000
Q2 2022

Jul 18, 2022
BUY
$36.34 - $44.25 $234,065 - $285,014
6,441 New
6,441 $244,000

Others Institutions Holding JPSE

# of Institutions
108
Shares Held
9.05M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

JPSE Quotes by TradingView
  • Ticker JPSE
  • Sector ETFs
  • Industry ETFs
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