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

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

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 482,607 shares of JPIN stock, worth $32.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
482,607
Previous 488,451 1.2%
Holding current value
$32.9 Million
Previous $31.3 Million 2.62%
% of portfolio
0.05%
Previous 0.06%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$63.14 - $67.96 $368,990 - $397,158
-5,844 Reduced 1.2%
482,607 $32.1 Million
Q2 2025

Jul 10, 2025
SELL
$52.18 - $64.25 $701,194 - $863,391
-13,438 Reduced 2.68%
488,451 $31.3 Million
Q1 2025

Apr 16, 2025
SELL
$52.75 - $58.91 $2.86 Million - $3.19 Million
-54,130 Reduced 9.74%
501,889 $28.9 Million
Q4 2024

Mar 17, 2025
SELL
$53.56 - $59.9 $1.43 Million - $1.6 Million
-26,788 Reduced 4.6%
556,019 $29.8 Million
Q4 2024

Jan 10, 2025
SELL
$53.56 - $59.9 $79,429 - $88,831
-1,483 Reduced 0.25%
582,807 $31.2 Million
Q3 2024

Oct 23, 2024
SELL
$54.1 - $60.82 $1.93 Million - $2.17 Million
-35,698 Reduced 5.76%
584,290 $35.1 Million
Q2 2024

Jul 16, 2024
SELL
$53.9 - $57.66 $2.36 Million - $2.53 Million
-43,848 Reduced 6.61%
619,988 $34.3 Million
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
$42.35 - $50.7 $25 Million - $29.9 Million
589,164 Added 9.43%
6,838,712 $337 Million
Q3 2022

Oct 17, 2022
BUY
$42.55 - $51.46 $19.8 Million - $24 Million
465,840 Added 8.05%
6,249,548 $270 Million
Q2 2022

Jul 18, 2022
BUY
$48.25 - $57.14 $36.3 Million - $43 Million
751,848 Added 14.94%
5,783,708 $282 Million
Q1 2022

Apr 18, 2022
BUY
$53.48 - $60.03 $13.8 Million - $15.4 Million
257,252 Added 5.39%
5,031,860 $287 Million
Q4 2021

Feb 08, 2022
BUY
$58.11 - $61.62 $28.6 Million - $30.3 Million
492,326 Added 11.5%
4,774,608 $274 Million
Q3 2021

Nov 03, 2021
BUY
$60.31 - $64.02 $18.9 Million - $20 Million
312,558 Added 7.87%
4,282,282 $263 Million
Q2 2021

Aug 10, 2021
BUY
$61.55 - $64.56 $20.5 Million - $21.5 Million
332,421 Added 9.14%
3,969,724 $248 Million
Q1 2021

May 12, 2021
SELL
$58.26 - $61.7 $3.61 Million - $3.83 Million
-62,039 Reduced 1.68%
3,637,303 $224 Million
Q4 2020

Feb 10, 2021
BUY
$49.86 - $58.47 $13 Million - $15.3 Million
261,632 Added 7.61%
3,699,342 $221 Million
Q3 2020

Nov 12, 2020
BUY
$49.59 - $53.56 $7.84 Million - $8.47 Million
158,085 Added 4.82%
3,437,710 $183 Million
Q2 2020

Oct 13, 2020
BUY
$41.38 - $52.51 $136 Million - $172 Million
3,279,625 New
3,279,625 $169 Million
Q2 2020

Aug 10, 2020
SELL
$41.38 - $52.51 $108 Million - $137 Million
-2,613,227 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$37.71 - $57.78 $17.6 Million - $27 Million
466,833 Added 21.75%
2,613,227 $121 Million
Q4 2019

Feb 05, 2020
BUY
$51.93 - $57.61 $8.99 Million - $9.97 Million
173,098 Added 8.77%
2,146,394 $123 Million
Q3 2019

Nov 06, 2019
BUY
$52.99 - $54.15 $6.46 Million - $6.6 Million
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
116
Shares Held
4.21M
Call Options Held
0
Put Options Held
0
View Full List

About JP MORGAN DIVERSIFIED RETURN I

JPIN Quotes by TradingView
  • Ticker JPIN
  • Sector ETFs
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