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JPMorgan Chase & Co. shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5B 7.0M 210.86
2024-06-30 $1.5B 7.3M 202.26
2024-03-31 $1.4B 7.1M 200.30
2023-09-30 $888M 6.1M 145.02
2023-06-30 $743M 5.1M 145.44
2023-03-31 $635M 4.9M 130.31
2022-12-31 $634M 4.7M 134.10
2022-09-30 $460M 4.4M 104.50
2022-06-30 $458M 4.1M 112.61
2022-03-31 $541M 4.0M 136.32
2021-12-31 $599M 3.8M 158.35
2021-09-30 $581M 3.5M 163.69
2021-06-30 $524M 3.4M 155.54
2021-03-31 $494M 3.2M 152.23
2020-12-31 $370M 2.9M 127.07
2020-09-30 $268M 2.8M 96.27
2020-06-30 $238M 2.5M 94.06
2020-03-31 $201M 2.2M 90.03
2019-12-31 $280M 2.0M 139.40
2019-09-30 $211M 1.8M 117.69
2019-06-30 $179M 1.6M 111.80
2019-03-31 $146M 1.4M 101.23
2018-12-31 $142M 1.5M 97.62
2018-09-30 $6.6M 58k 112.85
2018-06-30 $33M 316k 104.20
2018-03-31 $33M 302k 109.65
2017-12-31 $86M 803k 106.94
2017-09-30 $77M 807k 95.49
2017-06-30 $75M 819k 91.39
2017-03-31 $71M 811k 87.85
2016-12-31 $72M 839k 86.29
2016-09-30 $57M 854k 66.59
2016-06-30 $86M 1.4M 62.14
2016-03-31 $79M 1.3M 59.22
2015-12-31 $85M 1.3M 66.03
2015-09-30 $78M 1.3M 60.97
2015-06-30 $89M 1.3M 67.76
2015-03-31 $74M 1.2M 60.58
2014-12-31 $5.6M 90k 62.58
2014-09-30 $5.4M 89k 60.24
2014-06-30 $1.6M 27k 57.62
2014-03-31 $4.8M 79k 60.71
2013-12-31 $4.2M 72k 58.49
2013-09-30 $3.7M 71k 51.70
2013-06-30 $3.6M 67k 52.79

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)

View all positions for Envestnet Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.