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
2024
Q4 		– Sell
-400
Closed -$6.52K – 3039
2024
Q3 		$6.52K Buy
400
+200
+100% +$42.1K ﹤0.01% 2737
2024
Q2 		$1.89K Buy
+200
New +$39.1K ﹤0.01% 2577

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. 1,084 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.
  • 1,084 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.