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 $16.9 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
143,721
Previous 183,077
21.5%
Holding current value
$16.9 Million
Previous $20.9 Million
19.05%
% of portfolio
0.03%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding JPUS
# of Institutions
96Shares Held
2.86MCall Options Held
0Put Options Held
0-
St Germain D J CO Inc Springfield, MA436KShares$51.3 Million2.44% of portfolio
-
Modera Wealth Management, LLC297KShares$34.9 Million0.47% of portfolio
-
Bank Of America Corp Charlotte, NC265KShares$31.2 Million0.0% of portfolio
-
Planning Alternatives LTD236KShares$27.8 Million4.2% of portfolio
-
Captrust Financial Advisors Raleigh, NC209KShares$24.6 Million0.06% of portfolio