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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

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 21,194 shares of JCPB stock, worth $985,944. This represents 0.0% of its overall portfolio holdings.

Number of Shares

21,194

Previous 10,894 94.55%

Holding current value

$985,944

Previous $501,000 98.8%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$45.56 - $47.23 $469,268 - $486,468	10,300 Added 94.55%	21,194 $996,000
Q4 2024 Feb 10, 2025	BUY	$46.07 - $48.17 $113,885 - $119,076	2,472 Added 29.35%	10,894 $501,000
Q3 2024 Oct 31, 2024	BUY	$45.87 - $48.53 $32,017 - $33,873	698 Added 9.04%	8,422 $406,000
Q2 2024 Jul 16, 2024	BUY	$45.27 - $46.67 $20,371 - $21,001	450 Added 6.19%	7,724 $357,000
Q1 2024 May 06, 2024	BUY	$46.0 - $47.18 $54,234 - $55,625	1,179 Added 19.34%	7,274 $339,000
Q4 2023 Feb 07, 2024	BUY	$43.49 - $47.47 $36,009 - $39,305	828 Added 15.72%	6,095 $286,000
Q3 2023 Nov 13, 2023	BUY	$44.57 - $46.79 $234,750 - $246,442	5,267 New	5,267 $235,000

Others Institutions Holding JCPB

# of Institutions

369

Shares Held

115M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

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