Wealth Enhancement Advisory Services, LLC Jpmorgan Diversified Return Us Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Jpmorgan Diversified Return Us stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 143,721 shares of JPUS stock, worth $17.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
143,721
Previous 183,077 21.5%
Holding current value
$17.2 Million
Previous $20.9 Million 19.05%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$102.8 - $118.19 $4.05 Million - $4.65 Million
-39,356 Reduced 21.5%
143,721 $16.9 Million
Q1 2025

Apr 16, 2025
BUY
$111.89 - $119.08 $2.96 Million - $3.15 Million
26,429 Added 16.87%
183,077 $20.9 Million
Q4 2024

Mar 17, 2025
SELL
$114.05 - $123.77 $753,300 - $817,500
-6,605 Reduced 4.05%
156,648 $17.9 Million
Q3 2024

Oct 23, 2024
SELL
$108.5 - $119.68 $1.2 Million - $1.32 Million
-11,041 Reduced 6.33%
163,253 $19.5 Million
Q2 2024

Jul 16, 2024
SELL
$105.76 - $111.62 $1.46 Million - $1.54 Million
-13,809 Reduced 7.34%
174,294 $19 Million
Q1 2024

Apr 15, 2024
SELL
$101.27 - $112.0 $795,374 - $879,648
-7,854 Reduced 4.01%
188,103 $21.1 Million
Q4 2023

Jan 30, 2024
SELL
$89.72 - $103.13 $1.08 Million - $1.25 Million
-12,080 Reduced 5.81%
195,957 $20.1 Million
Q3 2023

Nov 13, 2023
BUY
$93.76 - $100.98 $19.5 Million - $21 Million
208,037 New
208,037 $19.5 Million

Others Institutions Holding JPUS

# of Institutions
97
Shares Held
2.44M
Call Options Held
0
Put Options Held
0
View Full List

About JPMORGAN DIVERSIFIED RETURN US

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