JP Morgan Chase
ENV

JP Morgan Chase’s ENVESTNET, INC. ENV Stock Holding History

JP Morgan Chase’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,274,581
Closed -$142M – 7916
2024
Q3 		$142M Buy
2,274,581
+455,952
+25% +$28.4M 0.01% 815
2024
Q2 		$114M Sell
1,818,629
-641,956
-26% -$40.4M 0.01% 855
2024
Q1 		$142M Buy
2,460,585
+162,691
+7% +$8.49M 0.01% 775
2023
Q4 		$114M Sell
2,297,894
-731,916
-24% -$29.9M 0.01% 828
2023
Q3 		$133M Sell
3,029,810
-114,405
-4% -$6.28M 0.01% 700
2023
Q2 		$187M Buy
3,144,215
+123,691
+4% +$7.17M 0.02% 590
2023
Q1 		$177M Sell
3,020,524
-9,505
-0.3% -$590K 0.02% 579
2022
Q4 		$187M Buy
3,030,029
+280,152
+10% +$14.9M 0.02% 537
2022
Q3 		$122M Buy
2,749,877
+26,310
+1% +$1.4M 0.02% 648
2022
Q2 		$144M Sell
2,723,567
-147,018
-5% -$10.1M 0.02% 614
2022
Q1 		$214M Sell
2,870,585
-66,483
-2% -$4.87M 0.03% 543
2021
Q4 		$233M Sell
2,937,068
-330,442
-10% -$26.9M 0.03% 520
2021
Q3 		$262M Sell
3,267,510
-195,670
-6% -$14.9M 0.03% 497
2021
Q2 		$263M Sell
3,463,180
-192,581
-5% -$14.2M 0.03% 518
2021
Q1 		$264M Buy
3,655,761
+817,921
+29% +$63.6M 0.04% 485
2020
Q4 		$234M Buy
2,837,840
+495,161
+21% +$39.9M 0.03% 475
2020
Q3 		$181M Buy
2,342,679
+122,996
+6% +$9.82M 0.03% 506
2020
Q2 		$163M Buy
2,219,683
+221,820
+11% +$14.5M 0.03% 496
2020
Q1 		$107M Buy
1,997,863
+21,130
+1% +$1.51M 0.03% 541
2019
Q4 		$138M Buy
1,976,733
+202,726
+11% +$13.2M 0.03% 560
2019
Q3 		$101M Buy
1,774,007
+481,677
+37% +$30.4M 0.02% 667
2019
Q2 		$87.5M Sell
1,292,330
-73,040
-5% -$5.01M 0.02% 720
2019
Q1 		$89.3M Buy
1,365,370
+31,378
+2% +$1.81M 0.02% 690
2018
Q4 		$65.6M Buy
1,333,992
+71,695
+6% +$3.84M 0.02% 792
2018
Q3 		$76.9M Buy
1,262,297
+177,169
+16% +$10.7M 0.01% 812
2018
Q2 		$59.6M Buy
1,085,128
+258,944
+31% +$14.4M 0.01% 878
2018
Q1 		$47.3M Buy
826,184
+37,489
+5% +$2.06M 0.01% 966
2017
Q4 		$39.3M Buy
788,695
+62,433
+9% +$3.23M 0.01% 1111
2017
Q3 		$36.3M Buy
726,262
+29,897
+4% +$1.28M 0.01% 1108
2017
Q2 		$27.6M Sell
696,365
-34,880
-5% -$1.25M 0.01% 1238
2017
Q1 		$23.6M Buy
731,245
+25,837
+4% +$940K 0.01% 1367
2016
Q4 		$24.9M Sell
705,408
-19,667
-3% -$706K 0.01% 1319
2016
Q3 		$26.4M Sell
725,075
-118,560
-14% -$4.5M 0.01% 1198
2016
Q2 		$28.1M Sell
843,635
-131,770
-14% -$4.25M 0.01% 1161
2016
Q1 		$26.5M Sell
975,405
-4,987
-0.5% -$117K 0.01% 1153
2015
Q4 		$29.3M Buy
980,392
+28,913
+3% +$891K 0.01% 1088
2015
Q3 		$28.5M Buy
951,479
+223,841
+31% +$8.21M 0.01% 1045
2015
Q2 		$29.4M Buy
727,638
+141,607
+24% +$6.81M 0.01% 1179
2015
Q1 		$32.9M Sell
586,031
-103,452
-15% -$5.52M 0.01% 1115
2014
Q4 		$33.9M Sell
689,483
-333,127
-33% -$15.7M 0.01% 1151
2014
Q3 		$46M Sell
1,022,610
-14,110
-1% -$646K 0.01% 940
2014
Q2 		$50.7M Sell
1,036,720
-279,549
-21% -$11.3M 0.01% 848
2014
Q1 		$52.9M Buy
1,316,269
+61,168
+5% +$2.62M 0.01% 783
2013
Q4 		$50.6M Buy
1,255,101
+60,607
+5% +$2.21M 0.01% 801
2013
Q3 		$37M Sell
1,194,494
-203,640
-15% -$5.65M 0.01% 963
2013
Q2 		$34.4M Buy
+1,398,134
New +$28.3M 0.01% 928

Other funds holding ENV

SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

JP Morgan Chase's ENV Position: Q4 2024 in Review

JP Morgan Chase sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 2,274,581 shares — an estimated $142M sold.

JP Morgan Chase first reported a position in ENV in Q2 2013 and held it in 46 quarters. The position peaked at $264M in Q1 2021. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

  • JP Morgan Chase reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 2,274,581 ENVESTNET, INC. shares in Q4 2024, an estimated $142M.
  • JP Morgan Chase first reported a position in ENVESTNET, INC. in Q2 2013 and held it in 46 quarters.
  • JP Morgan Chase's ENVESTNET, INC. position peaked at $264M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.