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

Wealth Enhancement Advisory Services, LLC

  • $37 Billion
  • Q1 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Jp Morgan Diversified Return I stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 663,836 shares of JPIN stock, worth $36.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
663,836
Previous 740,011 10.29%
Holding current value
$36.8 Million
Previous $40.2 Million 6.98%
% of portfolio
0.1%
Previous 0.12%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$52.64 - $56.44 $4.01 Million - $4.3 Million
-76,175 Reduced 10.29%
663,836 $37.4 Million
Q4 2023

Jan 30, 2024
SELL
$48.36 - $54.84 $4.15 Million - $4.71 Million
-85,901 Reduced 10.4%
740,011 $40.2 Million
Q3 2023

Nov 13, 2023
BUY
$50.43 - $54.11 $10.2 Million - $10.9 Million
201,400 Added 32.25%
825,912 $41.7 Million
Q2 2023

Jul 21, 2023
SELL
$51.16 - $54.21 $316 Million - $335 Million
-6,177,255 Reduced 90.82%
624,512 $32.4 Million
Q1 2023

Apr 25, 2023
SELL
$49.3 - $53.28 $1.82 Million - $1.97 Million
-36,945 Reduced 0.54%
6,801,767 $356 Million
Q4 2022

Feb 01, 2023
BUY
$44.05 - $50.7 $26 Million - $29.9 Million
589,164 Added 9.43%
6,838,712 $337 Million
Q3 2022

Oct 17, 2022
BUY
N/A
465,840 Added 8.05%
6,249,548 $270 Million
Q2 2022

Jul 18, 2022
BUY
N/A
751,848 Added 14.94%
5,783,708 $282 Million
Q1 2022

Apr 18, 2022
BUY
N/A
257,252 Added 5.39%
5,031,860 $287 Million
Q4 2021

Feb 08, 2022
BUY
N/A
492,326 Added 11.5%
4,774,608 $274 Million
Q3 2021

Nov 03, 2021
BUY
N/A
312,558 Added 7.87%
4,282,282 $263 Million
Q2 2021

Aug 10, 2021
BUY
N/A
332,421 Added 9.14%
3,969,724 $248 Million
Q1 2021

May 12, 2021
SELL
N/A
-62,039 Reduced 1.68%
3,637,303 $224 Million
Q4 2020

Feb 10, 2021
BUY
N/A
261,632 Added 7.61%
3,699,342 $221 Million
Q3 2020

Nov 12, 2020
BUY
N/A
158,085 Added 4.82%
3,437,710 $183 Million
Q2 2020

Oct 13, 2020
BUY
N/A
3,279,625 New
3,279,625 $169 Million
Q2 2020

Aug 10, 2020
SELL
N/A
-2,613,227 Closed
0 $0
Q1 2020

May 01, 2020
BUY
N/A
466,833 Added 21.75%
2,613,227 $121 Million
Q4 2019

Feb 05, 2020
BUY
N/A
173,098 Added 8.77%
2,146,394 $123 Million
Q3 2019

Nov 06, 2019
BUY
N/A
121,971 Added 6.59%
1,973,296 $106 Million
Q2 2019

Aug 02, 2019
BUY
N/A
465,159 Added 33.56%
1,851,325 $100 Million
Q1 2019

Apr 30, 2019
BUY
N/A
195,168 Added 16.39%
1,386,166 $77.7 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-217,568 Reduced 15.45%
1,190,998 $64.2 Million
Q3 2018

Nov 02, 2018
BUY
N/A
207,792 Added 17.3%
1,408,566 $73.8 Million
Q2 2018

Jul 30, 2018
BUY
N/A
121,235 Added 11.23%
1,200,774 $69.9 Million
Q1 2018

Apr 26, 2018
BUY
N/A
148,434 Added 15.94%
1,079,539 $64.8 Million
Q4 2017

Jan 19, 2018
BUY
N/A
138,182 Added 17.43%
931,105 $57.8 Million
Q3 2017

Oct 18, 2017
BUY
N/A
792,923
792,923 $45.9 Million

Others Institutions Holding JPIN

# of Institutions
104
Shares Held
5.1M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
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