Wealth Enhancement Advisory Services, LLC Jp 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 Jp Morgan Diversified Return stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 13,980 shares of JPEM stock, worth $793,924. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,980

Previous 13,259 5.44%

Holding current value

$793,924

Previous $700,000 12.57%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

134

Shares Held

5.02M

Call Options Held

Put Options Held

View Full List

About JP MORGAN DIVERSIFIED RETURN

Ticker JPEM
Sector ETFs
Industry ETFs

More about JPEM

Track This Portfolio

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.

Account

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