Wealth Enhancement Advisory Services, LLC Jp Morgan Diversified Return Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Jp Morgan Diversified Return stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 15,744 shares of JPEM stock, worth $958,494. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,744
Previous 14,519 8.44%
Holding current value
$958,494
Previous $856,000 11.92%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$57.59 - $61.34 $70,547 - $75,141
1,225 Added 8.44%
15,744 $958,000
Q3 2025

Oct 29, 2025
BUY
$56.25 - $59.87 $30,318 - $32,269
539 Added 3.86%
14,519 $856,000
Q2 2025

Jul 10, 2025
BUY
$48.41 - $56.7 $34,903 - $40,880
721 Added 5.44%
13,980 $788,000
Q1 2025

Apr 16, 2025
SELL
$50.81 - $54.04 $83,480 - $88,787
-1,643 Reduced 11.03%
13,259 $700,000
Q4 2024

Mar 17, 2025
BUY
$51.88 - $57.84 $2,127 - $2,371
41 Added 0.28%
14,902 $773,000
Q4 2024

Jan 10, 2025
BUY
$51.88 - $57.84 $9,286 - $10,353
179 Added 1.22%
14,861 $770,000
Q3 2024

Oct 23, 2024
BUY
$52.23 - $56.96 $371,146 - $404,757
7,106 Added 93.8%
14,682 $831,000
Q2 2024

Jul 16, 2024
BUY
$53.03 - $56.92 $54,779 - $58,798
1,033 Added 15.79%
7,576 $409,000
Q1 2024

Apr 15, 2024
BUY
$51.04 - $54.18 $333,954 - $354,499
6,543 New
6,543 $349,000

Others Institutions Holding JPEM

# of Institutions
127
Shares Held
5.44M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN

JPEM Quotes by TradingView
  • Ticker JPEM
  • Sector ETFs
  • Industry ETFs
More about JPEM
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