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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 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 6,202 shares of JPSE stock, worth $308,921. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,202
Previous 6,391 2.96%
Holding current value
$308,921
Previous $278,000 1.44%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
9.24M
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
More about JPSE
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email