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
-2,500
Closed -$157K – 7917
2024
Q3 		$157K Hold
2,500
– – ﹤0.01% 5515
2024
Q2 		$156K Buy
+2,500
New +$157K ﹤0.01% 5277

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.