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 $10 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
168,705
Previous 144,444 16.8%
Holding current value
$10 Million
Previous $8.19 Million 22.62%
% of portfolio
0.04%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.