Wealth Enhancement Advisory Services, LLC Jpmorgan Diversified Return Us Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 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 183,077 shares of JPUS stock, worth $20.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

183,077

Previous 156,648 16.87%

Holding current value

$20.5 Million

Previous $17.9 Million 16.81%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$111.89 - $119.08 $2.96 Million - $3.15 Million	26,429 Added 16.87%	183,077 $20.9 Million
Q4 2024 Mar 17, 2025	SELL	$114.05 - $123.77 $753,300 - $817,500	-6,605 Reduced 4.05%	156,648 $17.9 Million
Q3 2024 Oct 23, 2024	SELL	$108.5 - $119.68 $1.2 Million - $1.32 Million	-11,041 Reduced 6.33%	163,253 $19.5 Million
Q2 2024 Jul 16, 2024	SELL	$105.76 - $111.62 $1.46 Million - $1.54 Million	-13,809 Reduced 7.34%	174,294 $19 Million
Q1 2024 Apr 15, 2024	SELL	$101.27 - $112.0 $795,374 - $879,648	-7,854 Reduced 4.01%	188,103 $21.1 Million
Q4 2023 Jan 30, 2024	SELL	$89.72 - $103.13 $1.08 Million - $1.25 Million	-12,080 Reduced 5.81%	195,957 $20.1 Million
Q3 2023 Nov 13, 2023	BUY	$93.76 - $100.98 $19.5 Million - $21 Million	208,037 New	208,037 $19.5 Million

Others Institutions Holding JPUS

# of Institutions

Shares Held

3.12M

Call Options Held

Put Options Held

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About JPMORGAN DIVERSIFIED RETURN US

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Wealth Enhancement Advisory Services, LLC Jpmorgan Diversified Return Us Transaction History