Envestnet Asset Management

Envestnet Asset Management’s JPMorgan Active Developing Markets Equity ETF JADE Stock Holding History

Envestnet Asset Management’s Portfolio JADE Stock Details JADE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Buy	+2,786	New	+$211K	﹤0.01%	4602

Other funds holding JADE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Vantus Wealth Lancaster, Pennsylvania $187M AUM

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Global Retirement Partners San Rafael, California $6.54B AUM

3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return

LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Envestnet Asset Management's JADE Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in JPMorgan Active Developing Markets Equity ETF (JADE) in Q2 2026: 2,786 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #4602 among its holdings.

11 funds tracked by Wall St. Rank hold JADE as of Q2 2026.

Envestnet Asset Management held 2,786 shares of JPMorgan Active Developing Markets Equity ETF worth $223K as of Q2 2026.
JPMorgan Active Developing Markets Equity ETF was a new Envestnet Asset Management position in Q2 2026.
JPMorgan Active Developing Markets Equity ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4602 holding.
11 funds tracked by Wall St. Rank held JPMorgan Active Developing Markets Equity ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.