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Showing 8 of 22 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in J P MORGAN EXCHANGE TRADED F

ENVESTNET ASSET MANAGEMENT INC holds 11.3M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $638.9M as of 2026-Q2. The position was increased (+1.3% shares). JEPI represents 0.2% of ENVESTNET ASSET MANAGEMENT INC's portfolio.

Current Value

$638.9M

Current Shares

11.3M

Total Value Change

+$260.9M

Total Shares Change

+5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11.3M
+1.3%
$638.9M0.2%$55.04
38
2026-Q1
Increased
11.2M
+12.9%
$632.9M0.2%$54.02
43
2025-Q4
Increased
9.9M
+4.9%
$566.2M0.2%$53.92
39
2025-Q3
Increased
9.4M
+5.5%
$538.6M0.2%$52.39
40
2025-Q2
Increased
8.9M
+17.4%
$508.2M0.1%$51.13
44
2025-Q1
Increased
7.6M
+11.3%
$434.9M0.1%$50.09
42
2024-Q4
Increased
6.8M
+7.6%
$393.3M0.1%$49.88
40
2024-Q3
Decreased
6.4M
-10.6%
$378M0.1%$50.25
0

Other major holders of JEPI: MORGAN STANLEY

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