J P Morgan Exchange-traded F shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 177k | 57.10 |
| 2025-06-30 | $10M | 180k | 56.85 |
| 2025-03-31 | $13M | 222k | 57.14 |
| 2024-12-31 | $13M | 226k | 57.53 |
| 2024-09-30 | $10M | 169k | 59.51 |
| 2024-06-30 | $8.2M | 144k | 56.68 |
| 2024-03-31 | $7.1M | 122k | 57.86 |
| 2023-12-31 | $7.9M | 144k | 54.98 |
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