Wealth Enhancement Advisory Services, LLC Jp Morgan Diversified Return I 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 I stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 488,451 shares of JPIN stock, worth $31.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

488,451

Previous 501,889 2.68%

Holding current value

$31.7 Million

Previous $28.9 Million 8.49%

% of portfolio

0.06%

Previous 0.06%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

112

Shares Held

4.37M

Call Options Held

Put Options Held

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About JP MORGAN DIVERSIFIED RETURN I

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