Wealth Enhancement Trust Services, Inc.
Position in JPM — Jpmorgan Chase & Co
CIK 2067696
SIOUX FALLS, SD
Position in JPM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,649,667
+$298,184 QoQ
Shares Held
38,645
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#1,278
of 5,058 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $14,982,974 across 7 Banks - Diversified names. JPM ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
38,645 | $12,649,667 | |
| 2 | BAC |
Bank Of America Corp /De/
|
21,835 | $1,244,157 | |
| 3 | C |
Citigroup Inc
|
3,770 | $527,648 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,120 | $423,116 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
1,130 | $107,450 | |
| 6 | TD |
Toronto Dominion Bank
|
225 | $27,321 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
25 | $3,615 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,649,667 | 38,645 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $12,351,483 | 41,989 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $13,269,341 | 41,181 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||