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

Wealth Enhancement Trust 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 		$12.6M Sell
38,645
-3,344
-8% -$1.04M 1.41% 14
2026
Q1 		$12.4M Buy
41,989
+808
+2% +$245K 1.49% 14
2025
Q4 		$13.3M Buy
+41,181
New +$12.7M 1.68% 13

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its JPMorgan Chase (JPM) stake by 8% in Q2 2026, selling an estimated $1.04M and leaving 38,645 shares worth $12.6M. The position accounts for 1.41% of the portfolio, ranked #14.

Wealth Enhancement Trust Services first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.3M in Q4 2025. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Enhancement Trust Services held 38,645 shares of JPMorgan Chase worth $12.6M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 3,344 JPMorgan Chase shares in Q2 2026, an estimated $1.04M.
  • JPMorgan Chase made up 1.41% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #14 holding.
  • Wealth Enhancement Trust Services first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's JPMorgan Chase position peaked at $13.3M in Q4 2025.
  • 4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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