WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1632972 PLYMOUTH, MN

Back to JPM Full portfolio

Position in JPM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$437,062,799

+$64,989,229 QoQ

Shares Held

1,335,236

+5.6% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

of 862 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17.89616217657403.ToString("F0")% Shared 0.ToString("F0")% None 82.10383782342598.ToString("F0")%

Common Shares in JPM Over Time

Shares Held

Position Value (USD)

Derivatives in JPM

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$3,044,169

PutShares

9,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $841,432,834 across 19 Banks - Diversified names. JPM ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,335,236	$437,062,799
2	BAC	Bank Of America Corp /De/	2,892,296	$164,803,026
3	WFC	Wells Fargo & Company/Mn	1,391,339	$114,980,254
4	C	Citigroup Inc	522,268	$73,096,629
5	BNY	Bank of New York Mellon Corp	112,489	$16,267,034
6	BMO	Bank Of Montreal /Can/	44,397	$7,844,949
7	RY	Royal Bank Of Canada	22,619	$4,681,454
8	HSBC	Hsbc Holdings PLC	48,890	$4,648,950

All Filings in JPM

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,044,169	9,300	-99.3%	Put	Sole	2026-07-15
2026-06-30	$437,062,799	1,335,236	+5.6%	Shares	Sole	2026-07-15
2026-03-31	$372,073,570	1,264,868	—	Shares	Sole	2026-04-08
2025-12-31	$0	0	-100.0%	Call	Sole	2026-01-08
2025-12-31	$530,110,866	1,645,183	+0.3%	Shares	Sole	2026-01-08
2025-09-30	$517,514,330	1,640,663	-19.2%	Shares	Sole	2025-10-29
2025-06-30	$588,917,665	2,031,381	+14.2%	Shares	Sole	2025-07-10
2025-03-31	$436,240,293	1,778,395	+10120.7%	Shares	Sole	2025-04-16
2024-12-31	$4,170,954	17,400	-98.9%	Put	Sole	2025-03-17
2024-12-31	$384,333,515	1,603,327	+400731.8%	Shares	Sole	2025-03-17
2024-09-30	$84,344	400	-100.0%	Call	Sole	2024-10-24
2024-09-30	$306,831,031	1,455,141	+12892.3%	Shares	Sole	2024-10-24
2024-09-30	$2,361,632	11,200	-99.3%	Put	Sole	2024-10-24
2024-06-30	$316,372,260	1,564,186	+781993.0%	Shares	Sole	2024-07-16
2024-06-30	$40,452	200	-91.3%	Call	Sole	2024-07-16
2024-06-30	$465,198	2,300	+475.0%	Put	Sole	2024-07-16
2024-03-31	$80,120	400	-100.0%	Put	Sole	2024-04-15
2024-03-31	$306,656,696	1,530,987	-1.2%	Shares	Sole	2024-04-15
2023-12-31	$263,576,583	1,549,539	+32182.1%	Shares	Sole	2024-01-30
2023-12-31	$816,480	4,800	-99.7%	Put	Sole	2024-01-30
2023-09-30	$218,210,868	1,504,695	+616.9%	Shares	Sole	2023-11-13
2023-06-30	$30,527,274	209,896	-4.7%	Shares	Sole	2023-07-21
2023-03-31	$28,703,123	220,268	+3695.8%	Shares	Sole	2023-04-25
2022-12-31	$778,182	5,803	-89.4%	Shares	Sole	2023-02-01
2022-09-30	$5,715,209	54,691	-46.7%	Shares	Sole	2022-10-17
2022-06-30	$11,545,790	102,529	+121.4%	Shares	Sole	2022-07-18
2022-03-31	$6,312,297	46,305	-1.3%	Shares	Sole	2022-04-18
2021-12-31	$7,428,356	46,911	-15.8%	Shares	Sole	2022-02-08
2021-09-30	$9,123,262	55,735	+121.5%	Shares	Sole	2021-11-03
2021-06-30	$3,912,919	25,157	-62.0%	Shares	Sole	2021-08-10
2021-03-31	$10,082,192	66,230	+8.5%	Shares	Sole	2021-05-12
2020-12-31	$7,759,275	61,063	-22.4%	Shares	Sole	2021-02-10
2020-09-30	$7,573,560	78,670	+22.1%	Shares	Sole	2020-11-12
2020-06-30	$6,058,686	64,413	+30.2%	Shares	Sole	2020-10-13
2020-03-31	$4,452,793	49,459	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.