Envestnet Portfolio Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History

Envestnet Portfolio Solutions, Inc.

$28 Billion
Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 168,705 shares of JEPI stock, worth $9.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

168,705

Previous 144,444 16.8%

Holding current value

$9.9 Million

Previous $8.19 Million 22.62%

% of portfolio

0.04%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$54.98 - $59.51 $1.33 Million - $1.44 Million	24,261 Added 16.8%	168,705 $10 Million
Q2 2024 Jul 16, 2024	BUY	$55.45 - $57.39 $1.25 Million - $1.29 Million	22,533 Added 18.48%	144,444 $8.19 Million
Q1 2024 May 06, 2024	SELL	$54.75 - $57.86 $1.19 Million - $1.25 Million	-21,688 Reduced 15.1%	121,911 $7.05 Million
Q4 2023 Feb 07, 2024	BUY	$51.51 - $55.33 $1.13 Million - $1.21 Million	21,883 Added 17.98%	143,599 $7.9 Million
Q3 2023 Nov 13, 2023	BUY	$53.5 - $55.92 $6.51 Million - $6.81 Million	121,716 New	121,716 $6.52 Million

Others Institutions Holding JEPI

# of Institutions

1,229

Shares Held

284M

Call Options Held

307K

Put Options Held

344K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Envestnet Portfolio Solutions, Inc. J P Morgan Exchange Traded Fd Transaction History