Envestnet Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.38B | Buy |
7,273,067
+82,689
| +1% | +$25.7M | 0.56% | 31 |
|
|
2026
Q1 | $2.12B | Buy |
7,190,378
+411,820
| +6% | +$125M | 0.57% | 31 |
|
|
2025
Q4 | $2.18B | Sell |
6,778,558
-300,184
| -4% | -$92.9M | 0.65% | 26 |
|
|
2025
Q3 | $2.23B | Sell |
7,078,742
-201,747
| -3% | -$60M | 0.64% | 25 |
|
|
2025
Q2 | $2.11B | Buy |
7,280,489
+202,787
| +3% | +$51.7M | 0.62% | 28 |
|
|
2025
Q1 | $1.74B | Sell |
7,077,702
-5,661
| -0.1% | -$1.44M | 0.56% | 28 |
|
|
2024
Q4 | $1.7B | Buy |
7,083,363
+67,065
| +1% | +$15.6M | 0.55% | 30 |
|
|
2024
Q3 | $1.48B | Sell |
7,016,298
-270,407
| -4% | -$57M | 0.48% | 37 |
|
|
2024
Q2 | $1.47B | Buy |
7,286,705
+157,577
| +2% | +$30.8M | 0.51% | 34 |
|
|
2024
Q1 | $1.43B | Buy |
7,129,128
+673,404
| +10% | +$122M | 0.53% | 32 |
|
|
2023
Q4 | $1.1B | Buy |
6,455,724
+333,322
| +5% | +$50.5M | 0.45% | 40 |
|
|
2023
Q3 | $888M | Buy |
6,122,402
+1,011,496
| +20% | +$152M | 0.41% | 41 |
|
|
2023
Q2 | $743M | Buy |
5,110,906
+241,308
| +5% | +$33.2M | 0.33% | 50 |
|
|
2023
Q1 | $635M | Buy |
4,869,598
+140,407
| +3% | +$19.2M | 0.3% | 52 |
|
|
2022
Q4 | $634M | Buy |
4,729,191
+323,779
| +7% | +$41M | 0.33% | 55 |
|
|
2022
Q3 | $460M | Buy |
4,405,412
+335,401
| +8% | +$38.5M | 0.26% | 68 |
|
|
2022
Q2 | $458M | Buy |
4,070,011
+103,397
| +3% | +$12.8M | 0.26% | 74 |
|
|
2022
Q1 | $541M | Buy |
3,966,614
+187,135
| +5% | +$27.6M | 0.27% | 69 |
|
|
2021
Q4 | $598M | Buy |
3,779,479
+231,878
| +7% | +$38.1M | 0.3% | 64 |
|
|
2021
Q3 | $581M | Buy |
3,547,601
+177,218
| +5% | +$27.8M | 0.32% | 59 |
|
|
2021
Q2 | $524M | Buy |
3,370,383
+123,559
| +4% | +$19.4M | 0.3% | 64 |
|
|
2021
Q1 | $494M | Buy |
3,246,824
+335,849
| +12% | +$48.3M | 0.32% | 58 |
|
|
2020
Q4 | $370M | Buy |
2,910,975
+128,718
| +5% | +$14.4M | 0.28% | 60 |
|
|
2020
Q3 | $268M | Buy |
2,782,257
+247,325
| +10% | +$24.3M | 0.24% | 68 |
|
|
2020
Q2 | $238M | Buy |
2,534,932
+299,654
| +13% | +$28.4M | 0.23% | 80 |
|
|
2020
Q1 | $201M | Buy |
2,235,278
+225,513
| +11% | +$27.4M | 0.24% | 67 |
|
|
2019
Q4 | $280M | Buy |
2,009,765
+217,239
| +12% | +$27.9M | 0.3% | 53 |
|
|
2019
Q3 | $211M | Buy |
1,792,526
+196,220
| +12% | +$22.2M | 0.23% | 75 |
|
|
2019
Q2 | $178M | Buy |
1,596,306
+150,612
| +10% | +$16.6M | 0.22% | 71 |
|
|
2019
Q1 | $146M | Sell |
1,445,694
-13,278
| -0.9% | -$1.37M | 0.2% | 77 |
|
|
2018
Q4 | $142M | Buy |
1,458,972
+1,400,760
| +2,406% | +$149M | 0.22% | 77 |
|
|
2018
Q3 | $6.57M | Sell |
58,212
-257,624
| -82% | -$29.2M | 0.01% | 366 |
|
|
2018
Q2 | $32.9M | Buy |
315,836
+13,730
| +5% | +$1.51M | 0.08% | 126 |
|
|
2018
Q1 | $33.1M | Sell |
302,106
-500,620
| -62% | -$56.7M | 0.09% | 95 |
|
|
2017
Q4 | $85.8M | Sell |
802,726
-4,563
| -0.6% | -$462K | 0.19% | 65 |
|
|
2017
Q3 | $77.1M | Sell |
807,289
-11,853
| -1% | -$1.09M | 0.18% | 67 |
|
|
2017
Q2 | $74.9M | Buy |
819,142
+7,854
| +1% | +$678K | 0.21% | 66 |
|
|
2017
Q1 | $71.3M | Sell |
811,288
-27,805
| -3% | -$2.45M | 0.23% | 62 |
|
|
2016
Q4 | $72.4M | Sell |
839,093
-15,004
| -2% | -$1.14M | 0.26% | 60 |
|
|
2016
Q3 | $56.9M | Sell |
854,097
-525,313
| -38% | -$34.3M | 0.22% | 63 |
|
|
2016
Q2 | $85.7M | Buy |
1,379,410
+41,323
| +3% | +$2.58M | 0.34% | 51 |
|
|
2016
Q1 | $79.2M | Buy |
1,338,087
+47,024
| +4% | +$2.75M | 0.34% | 52 |
|
|
2015
Q4 | $85.2M | Buy |
1,291,063
+8,809
| +0.7% | +$574K | 0.39% | 48 |
|
|
2015
Q3 | $78.2M | Sell |
1,282,254
-37,184
| -3% | -$2.44M | 0.39% | 49 |
|
|
2015
Q2 | $89.4M | Buy |
1,319,438
+105,872
| +9% | +$6.91M | 0.43% | 43 |
|
|
2015
Q1 | $73.5M | Buy |
1,213,566
+1,123,589
| +1,249% | +$66.5M | 0.38% | 49 |
|
|
2014
Q4 | $5.63M | Buy |
89,977
+681
| +0.8% | +$41K | 0.06% | 199 |
|
|
2014
Q3 | $5.38M | Buy |
89,296
+61,961
| +227% | +$3.62M | 0.05% | 237 |
|
|
2014
Q2 | $1.57M | Sell |
27,335
-51,470
| -65% | -$2.89M | 0.02% | 415 |
|
|
2014
Q1 | $4.78M | Buy |
78,805
+7,249
| +10% | +$419K | 0.05% | 211 |
|
|
2013
Q4 | $4.18M | Buy |
71,556
+236
| +0.3% | +$12.9K | 0.05% | 212 |
|
|
2013
Q3 | $3.69M | Buy |
71,320
+4,038
| +6% | +$217K | 0.05% | 221 |
|
|
2013
Q2 | $3.55M | Buy |
+67,282
| New | +$3.42M | 0.05% | 208 |
|
Other funds holding JPM
Envestnet Asset Management's JPM Position: Q2 2026 in Review
Envestnet Asset Management increased its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, buying an estimated $25.7M and bringing the position to 7,273,067 shares worth $2.38B. The position accounts for 0.56% of the portfolio, ranked #31.
Envestnet Asset Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. 2,843 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Envestnet Asset Management held 7,273,067 shares of JPMorgan Chase worth $2.38B as of Q2 2026.
- Envestnet Asset Management bought 82,689 JPMorgan Chase shares in Q2 2026, an estimated $25.7M.
- JPMorgan Chase made up 0.56% of Envestnet Asset Management's portfolio in Q2 2026, its #31 holding.
- Envestnet Asset Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- 2,843 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.