WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's ownership history for JPM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC currently holds 1.3M shares with a market value of $328.8M. It started holding JPM on 2024-09-30. At its peak, it held 2.0M shares on 2025-06-30. Its highest holding value was $601.3M on 2025-06-30. At its lowest, it held 1.3M shares on 2026-03-31, with a value of $306.8M on 2024-09-30. In the recent 180 days, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has decreased its shares by 375.8K. In the recent year, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has decreased its shares by 513.5K.
It has also owned 0 contracts of calls, with the market value of the underlying securities totaling $0 on 2024-09-30. At its peak, it held 4 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $6.5K on 2024-09-30. At its lowest, it held 0 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $0 on 2025-12-31. In the recent 180 days, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has decreased its holdings by 4 contracts.
It has also owned 174 contracts of puts, with the market value of the underlying securities totaling $83.9K on 2024-09-30. At its peak, it held 174 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $83.9K on 2024-12-31. At its lowest, it held 112 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $44.9K on 2024-09-30.