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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC on JPM, newest first. How the timeline and the estimate are built.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 1,475,780 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,475,780 shares
    Change vs previous 13F +140,544 shares

    0.65% of the 13F portfolio, value $436,972,400.

    13F-HR 0001214659-26-012804 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,335,236 shares
    Change vs previous 13F +70,368 shares

    0.67% of the 13F portfolio, value $398,127,060.

    13F-HR 0001214659-26-008573 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,264,868 shares
    Change vs previous 13F -380,315 shares

    0.72% of the 13F portfolio, value $328,844,521.

    13F-HR 0001214659-26-004436 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,645,183 shares
    Change vs previous 13F +4,520 shares

    0.75% of the 13F portfolio, value $550,509,400.

    13F-HR 0001214659-26-000261 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,640,663 shares
    Change vs previous 13F -390,718 shares

    0.76% of the 13F portfolio, value $504,748,092.

    13F-HR 0001214659-25-015495 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,031,381 shares
    Change vs previous 13F +252,986 shares

    1% of the 13F portfolio, value $601,288,690.

    13F-HR 0001214659-25-010232 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,778,395 shares
    Change vs previous 13F +175,068 shares

    0.83% of the 13F portfolio, value $436,240,616.

    13F-HR 0001214659-25-005972 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F/A 1,603,327 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $384,333,243.

    13F-HR/A 0001214659-25-004463 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).