Wealth Enhancement Advisory Services
JPM icon

Wealth Enhancement Advisory Services’s JPMorgan Chase JPM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$398M Buy
1,335,236
+70,368
+6% +$21.9M 0.67% 23
2026
Q1 		$329M Sell
1,264,868
-380,315
-23% -$115M 0.67% 24
2025
Q4 		$551M Buy
1,645,183
+4,520
+0.3% +$1.4M 0.75% 21
2025
Q3 		$505M Sell
1,640,663
-390,718
-19% -$116M 0.76% 21
2025
Q2 		$601M Buy
2,031,381
+252,986
+14% +$64.6M 0.99% 15
2025
Q1 		$436M Buy
1,778,395
+175,068
+11% +$44.6M 0.83% 18
2024
Q4 		$384M Buy
1,603,327
+148,186
+10% +$34.5M 0.74% 21
2024
Q3 		$307M Sell
1,455,141
-109,045
-7% -$23M 0.66% 23
2024
Q2 		$316M Buy
1,564,186
+33,199
+2% +$6.49M 0.75% 22
2024
Q1 		$307M Sell
1,530,987
-18,552
-1% -$3.35M 0.79% 19
2023
Q4 		$264M Buy
1,549,539
+44,844
+3% +$6.8M 0.77% 18
2023
Q3 		$218M Buy
1,504,695
+1,294,799
+617% +$194M 0.72% 19
2023
Q2 		$30.5M Sell
209,896
-10,372
-5% -$1.43M 0.33% 40
2023
Q1 		$28.7M Buy
220,268
+214,465
+3,696% +$29.4M 0.33% 43
2022
Q4 		$807K Sell
5,803
-48,888
-89% -$6.19M 0.01% 242
2022
Q3 		$5.8M Sell
54,691
-47,838
-47% -$5.49M 0.08% 111
2022
Q2 		$11.7M Buy
102,529
+56,224
+121% +$6.97M 0.16% 76
2022
Q1 		$6.25M Sell
46,305
-606
-1% -$89.5K 0.08% 117
2021
Q4 		$7.01M Sell
46,911
-8,824
-16% -$1.45M 0.1% 93
2021
Q3 		$9.55M Buy
55,735
+30,578
+122% +$4.79M 0.14% 75
2021
Q2 		$3.91M Sell
25,157
-41,073
-62% -$6.45M 0.06% 115
2021
Q1 		$10.1M Buy
66,230
+5,167
+8% +$743K 0.18% 63
2020
Q4 		$8.47M Sell
61,063
-17,607
-22% -$1.97M 0.19% 53
2020
Q3 		$8.06M Buy
78,670
+14,257
+22% +$1.4M 0.21% 46
2020
Q2 		$6.36M Buy
64,413
+14,954
+30% +$1.42M 0.18% 48
2020
Q1 		$4.71M Buy
49,459
+2,820
+6% +$343K 0.17% 61
2019
Q4 		$6.5M Sell
46,639
-819
-2% -$105K 0.23% 53
2019
Q3 		$5.51M Sell
47,458
-6,078
-11% -$687K 0.22% 54
2019
Q2 		$6.2M Buy
53,536
+22,630
+73% +$2.5M 0.27% 43
2019
Q1 		$3.52M Sell
30,906
-6,044
-16% -$623K 0.2% 45
2018
Q4 		$3.87M Buy
36,950
+7,310
+25% +$779K 0.24% 43
2018
Q3 		$3.06M Sell
29,640
-691
-2% -$78.4K 0.18% 42
2018
Q2 		$3.28M Buy
30,331
+4,772
+19% +$523K 0.2% 42
2018
Q1 		$2.9M Buy
25,559
+1,409
+6% +$160K 0.19% 52
2017
Q4 		$2.72M Buy
24,150
+3,466
+17% +$351K 0.19% 58
2017
Q3 		$2M Buy
20,684
+9,196
+80% +$848K 0.17% 70
2017
Q2 		$1.06M Sell
11,488
-42,823
-79% -$3.69M 0.1% 90
2017
Q1 		$4.72M Sell
54,311
-3,579
-6% -$316K 0.5% 36
2016
Q4 		$5M Buy
57,890
+17,459
+43% +$1.33M 0.61% 30
2016
Q3 		$2.74M Buy
40,431
+19,595
+94% +$1.28M 0.41% 35
2016
Q2 		$1.29M Buy
20,836
+2,416
+13% +$151K 0.23% 81
2016
Q1 		$1.1M Sell
18,420
-2,088
-10% -$122K 0.22% 95
2015
Q4 		$1.35M Buy
+20,508
New +$1.34M 0.34% 52

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's JPM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, buying an estimated $21.9M and bringing the position to 1,335,236 shares worth $398M. The position accounts for 0.67% of the portfolio, ranked #23.

Wealth Enhancement Advisory Services first reported a position in JPM in Q4 2015 and has held it in 43 quarters since. The position peaked at $601M in Q2 2025. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,335,236 shares of JPMorgan Chase worth $398M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 70,368 JPMorgan Chase shares in Q2 2026, an estimated $21.9M.
  • JPMorgan Chase made up 0.67% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #23 holding.
  • Wealth Enhancement Advisory Services first reported a position in JPMorgan Chase in Q4 2015 and has held it in 43 quarters since.
  • Wealth Enhancement Advisory Services's JPMorgan Chase position peaked at $601M in Q2 2025.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.