JPMorgan Chase & Co. shares owned by Envestnet Portfolio Solutions
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Envestnet Portfolio Solutions
from 13F filings
Historical chart of Envestnet Portfolio Solutions investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Envestnet Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77M | 244k | 315.43 |
| 2025-06-30 | $74M | 255k | 289.91 |
| 2025-03-31 | $61M | 249k | 245.30 |
| 2024-12-31 | $80M | 332k | 239.71 |
| 2024-09-30 | $75M | 356k | 210.86 |
| 2024-06-30 | $73M | 362k | 202.26 |
| 2024-03-31 | $74M | 368k | 200.30 |
| 2023-12-31 | $55M | 325k | 170.10 |
More positions owned by Envestnet Portfolio Solutions
View all positions for Envestnet Portfolio Solutions