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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.

Tip: Access up to 7 years of quarterly data

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
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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)

View all positions for Envestnet Asset Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.