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JPMorgan Chase & Co. shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $307M 1.5M 200.30
2023-12-31 $264M 1.6M 170.10
2023-09-30 $218M 1.5M 145.02
2023-06-30 $31M 210k 145.44
2023-03-31 $29M 220k 130.31
2022-12-31 $807k 5.8k 139.12
2022-09-30 $5.8M 55k 105.98
2022-06-30 $12M 103k 114.36
2022-03-31 $6.2M 46k 134.91
2021-12-31 $7.0M 47k 149.50
2021-09-30 $9.6M 56k 171.38
2021-06-30 $3.9M 25k 155.46
2021-03-31 $10M 66k 152.54
2020-12-31 $8.5M 61k 138.64
2020-09-30 $8.1M 79k 102.44
2020-06-30 $6.4M 64k 98.69
2020-03-31 $4.7M 50k 95.29
2019-12-31 $6.5M 47k 139.41
2019-09-30 $5.5M 48k 116.14
2019-06-30 $6.2M 54k 115.85
2019-03-31 $3.5M 31k 113.73
2018-12-31 $3.9M 37k 104.60
2018-09-30 $3.1M 30k 103.31
2018-06-30 $3.3M 30k 108.14
2018-03-31 $2.9M 26k 113.38
2017-12-31 $2.7M 24k 112.67
2017-09-30 $2.0M 21k 96.93
2017-06-30 $1.1M 12k 92.71
2017-03-31 $4.7M 54k 86.94
2016-12-31 $5.0M 58k 86.30
2016-09-30 $2.7M 40k 67.70
2016-06-30 $1.3M 21k 62.15
2016-03-31 $1.1M 18k 59.55
2015-12-31 $1.4M 21k 66.02

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.