Envestnet Asset Management Inc Jpmorgan Tr. Diversified Retur Transaction History
Envestnet Asset Management Inc
- $326 Billion
- Q2 2025
A detailed history of Envestnet Asset Management Inc transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Envestnet Asset Management Inc holds 10,945 shares of JPME stock, worth $1.17 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,945
Previous 9,875
10.84%
Holding current value
$1.17 Million
Previous $993,000
14.2%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding JPME
# of Institutions
97Shares Held
2.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY430KShares$45.8 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL295KShares$31.4 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC230KShares$24.5 Million0.01% of portfolio
-
Dynamic Advisor Solutions LLC156KShares$16.6 Million0.51% of portfolio
-
Cerity Partners LLC New York, NY100KShares$10.7 Million0.02% of portfolio