Jpmorgan Chase & CO Envestnet, Inc. Transaction History

Jpmorgan Chase & CO

$1.22 Trillion
Q3 2024

A detailed history of Jpmorgan Chase & CO transactions in Envestnet, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 2,274,581 shares of ENV stock, worth $144 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,274,581

Previous 1,818,629 25.07%

Holding current value

$144 Million

Previous $114 Million 25.13%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$61.13 - $63.25 $27.9 Million - $28.8 Million	455,952 Added 25.07%	2,274,581 $142 Million
Q2 2024 Aug 12, 2024	SELL	$56.54 - $69.09 $36.3 Million - $44.4 Million	-641,956 Reduced 26.09%	1,818,629 $114 Million
Q1 2024 May 10, 2024	BUY	$48.28 - $57.91 $7.85 Million - $9.42 Million	162,691 Added 7.08%	2,460,585 $142 Million
Q4 2023 Feb 12, 2024	SELL	$33.55 - $49.8 $24.6 Million - $36.4 Million	-731,916 Reduced 24.16%	2,297,894 $114 Million
Q3 2023 Nov 14, 2023	SELL	$43.16 - $63.05 $4.94 Million - $7.21 Million	-114,405 Reduced 3.64%	3,029,810 $133 Million
Q2 2023 Aug 11, 2023	BUY	$50.72 - $66.31 $6.27 Million - $8.2 Million	123,691 Added 4.1%	3,144,215 $187 Million
Q1 2023 May 18, 2023	BUY	$52.8 - $68.99 $7.24 Million - $9.47 Million	137,204 Added 4.76%	3,020,524 $177 Million
Q1 2023 May 11, 2023	SELL	$52.8 - $68.99 $7.75 Million - $10.1 Million	-146,709 Reduced 4.84%	2,883,320 $169 Million
Q4 2022 Feb 13, 2023	BUY	$43.13 - $61.77 $12.1 Million - $17.3 Million	280,152 Added 10.19%	3,030,029 $187 Million
Q3 2022 Nov 14, 2022	BUY	$44.4 - $60.51 $1.17 Million - $1.59 Million	26,310 Added 0.97%	2,749,877 $122 Million
Q2 2022 Aug 11, 2022	SELL	$52.71 - $83.57 $7.75 Million - $12.3 Million	-147,018 Reduced 5.12%	2,723,567 $144 Million
Q1 2022 May 11, 2022	SELL	$66.01 - $80.6 $4.39 Million - $5.36 Million	-66,483 Reduced 2.26%	2,870,585 $214 Million
Q4 2021 Feb 10, 2022	SELL	$75.93 - $85.32 $25.1 Million - $28.2 Million	-330,442 Reduced 10.11%	2,937,068 $233 Million
Q3 2021 Nov 12, 2021	BUY	$72.19 - $80.24 $236 Million - $262 Million	3,267,510 New	3,267,510 $262 Million

Others Institutions Holding ENV

# of Institutions

272

Shares Held

51.8M

Call Options Held

38.3K

Put Options Held

131K

View Full List

About ENVESTNET, INC.

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...

More about ENV

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Jpmorgan Chase & CO Envestnet, Inc. Transaction History