JPMorgan Chase & Co’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $142M | Buy |
|
|||||
|
2024
Q2 | $114M | Sell |
|
|||||
|
2024
Q1 | $142M | Buy |
|
|||||
|
2023
Q4 | $114M | Sell |
|
|||||
|
2023
Q3 | $133M | Sell |
|
|||||
|
2023
Q2 | $187M | Buy |
|
|||||
|
2023
Q1 | $177M | Sell |
|
|||||
|
2022
Q4 | $187M | Buy |
|
|||||
|
2022
Q3 | $122M | Buy |
|
|||||
|
2022
Q2 | $144M | Sell |
|
|||||
|
2022
Q1 | $214M | Sell |
|
|||||
|
2021
Q4 | $233M | Sell |
|
|||||
|
2021
Q3 | $262M | Sell |
|
|||||
|
2021
Q2 | $263M | Sell |
|
|||||
|
2021
Q1 | $264M | Buy |
|
|||||
|
2020
Q4 | $234M | Buy |
|
|||||
|
2020
Q3 | $181M | Buy |
|
|||||
|
2020
Q2 | $163M | Buy |
|
|||||
|
2020
Q1 | $107M | Buy |
|
|||||
|
2019
Q4 | $138M | Buy |
|
|||||
|
2019
Q3 | $101M | Buy |
|
|||||
|
2019
Q2 | $87.5M | Sell |
|
|||||
|
2019
Q1 | $89.3M | Buy |
|
|||||
|
2018
Q4 | $65.6M | Buy |
|
|||||
|
2018
Q3 | $76.9M | Buy |
|
|||||
|
2018
Q2 | $59.6M | Buy |
|
|||||
|
2018
Q1 | $47.3M | Buy |
|
|||||
|
2017
Q4 | $39.3M | Buy |
|
|||||
|
2017
Q3 | $36.3M | Buy |
|
|||||
|
2017
Q2 | $27.6M | Sell |
|
|||||
|
2017
Q1 | $23.6M | Buy |
|
|||||
|
2016
Q4 | $24.9M | Sell |
|
|||||
|
2016
Q3 | $26.4M | Sell |
|
|||||
|
2016
Q2 | $28.1M | Sell |
|
|||||
|
2016
Q1 | $26.5M | Sell |
|
|||||
|
2015
Q4 | $29.3M | Buy |
|
|||||
|
2015
Q3 | $28.5M | Buy |
|
|||||
|
2015
Q2 | $29.4M | Buy |
|
|||||
|
2015
Q1 | $32.9M | Sell |
|
|||||
|
2014
Q4 | $33.9M | Sell |
|
|||||
|
2014
Q3 | $46M | Sell |
|
|||||
|
2014
Q2 | $50.7M | Sell |
|
|||||
|
2014
Q1 | $52.9M | Buy |
|
|||||
|
2013
Q4 | $50.6M | Buy |
|
|||||
|
2013
Q3 | $37M | Sell |
|
|||||
|
2013
Q2 | $34.4M | Buy |
|