Envestnet Asset Management Inc Jpmorgan Tr. Diversified Retur Transaction History

Envestnet Asset Management Inc

$324 Billion
Q3 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 2,672 shares of JPME stock, worth $285,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,672

Previous 10,945 75.59%

Holding current value

$285,369

Previous $1.13 Million 74.51%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$103.48 - $109.86 $856,090 - $908,871	-8,273 Reduced 75.59%	2,672 $289,000
Q2 2025 Jul 31, 2025	BUY	$89.28 - $103.8 $95,529 - $111,066	1,070 Added 10.84%	10,945 $1.13 Million
Q1 2025 Apr 29, 2025	BUY	$97.76 - $107.35 $13,002 - $14,277	133 Added 1.37%	9,875 $993,000
Q4 2024 Feb 12, 2025	BUY	$102.08 - $110.92 $16,639 - $18,079	163 Added 1.7%	9,742 $998,000
Q3 2024 Nov 06, 2024	SELL	$94.32 - $105.04 $248,627 - $276,885	-2,636 Reduced 21.58%	9,579 $1.01 Million

Q2 2024 Aug 08, 2024	BUY	$92.68 - $98.71 $7,043 - $7,501	76 Added 0.63%	12,215 $1.16 Million
Q1 2024 May 13, 2024	SELL	$89.62 - $99.14 $110,053 - $121,743	-1,228 Reduced 9.19%	12,139 $1.2 Million
Q4 2023 Feb 13, 2024	SELL	$79.3 - $92.33 $313,472 - $364,980	-3,953 Reduced 22.82%	13,367 $1.23 Million
Q3 2023 Nov 13, 2023	BUY	$83.14 - $91.18 $867,649 - $951,554	10,436 Added 151.6%	17,320 $1.45 Million
Q2 2023 Aug 04, 2023	BUY	$82.21 - $88.3 $37,487 - $40,264	456 Added 7.09%	6,884 $607,000
Q1 2023 May 11, 2023	BUY	$81.5 - $91.5 $206,195 - $231,495	2,530 Added 64.91%	6,428 $551,000
Q4 2022 Feb 07, 2023	BUY	$77.11 - $88.88 $300,574 - $346,454	3,898 New	3,898 $328,000
Q1 2020 Apr 23, 2020	SELL	$42.43 - $71.93 $128,053 - $217,084	-3,018 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$64.46 - $70.9 $1,998 - $2,197	31 Added 1.04%	3,018 $213,000
Q3 2019 Oct 17, 2019	SELL	$63.41 - $67.86 $2,853 - $3,053	-45 Reduced 1.48%	2,987 $200,000
Q2 2019 Aug 02, 2019	BUY	$62.56 - $66.91 $189,681 - $202,871	3,032 New	3,032 $201,000

Others Institutions Holding JPME

# of Institutions

105

Shares Held

2.36M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Envestnet Asset Management Inc Jpmorgan Tr. Diversified Retur Transaction History