Envestnet Portfolio Solutions
JPM icon

Envestnet Portfolio Solutions’s JPMorgan Chase JPM Stock Holding History

Envestnet Portfolio Solutions’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.9M Sell
164,847
-17,550
-10% -$5.45M 0.26% 64
2026
Q1 		$53.7M Sell
182,397
-90,027
-33% -$27.3M 0.3% 59
2025
Q4 		$87.8M Buy
272,424
+28,371
+12% +$8.78M 0.31% 59
2025
Q3 		$77M Sell
244,053
-11,208
-4% -$3.33M 0.28% 62
2025
Q2 		$74M Buy
255,261
+6,634
+3% +$1.69M 0.27% 58
2025
Q1 		$61M Sell
248,627
-83,248
-25% -$21.2M 0.23% 64
2024
Q4 		$79.6M Sell
331,875
-23,903
-7% -$5.57M 0.26% 57
2024
Q3 		$75M Sell
355,778
-6,468
-2% -$1.36M 0.24% 55
2024
Q2 		$73.3M Sell
362,246
-6,184
-2% -$1.21M 0.26% 56
2024
Q1 		$73.8M Buy
368,430
+43,600
+13% +$7.87M 0.28% 52
2023
Q4 		$55.3M Buy
324,830
+30,202
+10% +$4.58M 0.23% 59
2023
Q3 		$42.7M Buy
+294,628
New +$44.2M 0.2% 61

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Envestnet Portfolio Solutions's JPM Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its JPMorgan Chase (JPM) stake by 9.6% in Q2 2026, selling an estimated $5.45M and leaving 164,847 shares worth $53.9M. The position accounts for 0.26% of the portfolio, ranked #64.

Envestnet Portfolio Solutions first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $87.8M in Q4 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Envestnet Portfolio Solutions held 164,847 shares of JPMorgan Chase worth $53.9M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 17,550 JPMorgan Chase shares in Q2 2026, an estimated $5.45M.
  • JPMorgan Chase made up 0.26% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #64 holding.
  • Envestnet Portfolio Solutions first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's JPMorgan Chase position peaked at $87.8M in Q4 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.