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JPMJPM
31 quarters

Position history for ENVESTNET ASSET MANAGEMENT INCENVESTNET ASSET MANAGEMENT INC's holdings in JPMORGAN CHASE & CO

Yes. Envestnet holds 7,273,067 shares of JPM (JPMorgan Chase), worth $2.4B, as of its Q2 2026 13F filing. It increased the position by 82,689 shares (+1.2%) from Q1 2026. Envestnet has held JPM in every 13F on record since Q4 2018, 31 quarterly filings. JPM is 0.6% of Envestnet's reported 13F portfolio.

Current Value

$2.4B

Current Shares

7.3M

Total Value Change

+$2.2B

Total Shares Change

+5.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.3M
+1.1%
$2.4B0.6%$325.86
45
2026-Q1
Increased
7.2M
+6.1%
$2.1B0.6%$291.35
48
2025-Q4
Decreased
6.8M
-4.2%
$2.2B0.6%$317.71
0
2025-Q3
Decreased
7.1M
-2.8%
$2.2B0.6%$309.51
0
2025-Q2
Increased
7.3M
+2.9%
$2.1B0.6%$283.10
46
2025-Q1
Decreased
7.1M
-0.1%
$1.7B0.6%$238.07
0
2024-Q4
Increased
7.1M
+1.0%
$1.7B0.5%$231.45
45
2024-Q3
Decreased
7M
-3.7%
$1.5B0.5%$202.36
0
2024-Q2
Increased
7.3M
+2.2%
$1.5B0.5%$193.03
46
2024-Q1
Increased
7.1M
+10.4%
$1.4B0.5%$190.06
50
2023-Q4
Increased
6.5M
+5.4%
$1.1B0.5%$160.41
40
2023-Q3
Increased
6.1M
+19.8%
$887.9M0.4%$135.76
45
2023-Q2
Increased
5.1M
+5.0%
$743.3M0.3%$135.22
40
2023-Q1
Increased
4.9M
+3.0%
$634.6M0.3%$120.21
39
2022-Q4
Increased
4.7M
+7.3%
$634.2M0.3%$122.80
41
2022-Q3
Increased
4.4M
+8.2%
$460.4M0.3%$94.85
41
2022-Q2
Increased
4.1M
+2.6%
$458.3M0.3%$101.31
38
2022-Q1
Increased
4M
+5.0%
$540.7M0.3%$121.74
39
2021-Q4
Increased
3.8M
+6.5%
$598.5M0.3%$140.57
40
2021-Q3
Increased
3.5M
+5.3%
$580.7M0.3%$144.44
40
2021-Q2
Increased
3.4M
+3.8%
$524.2M0.3%$136.46
39
2021-Q1
Increased
3.2M
+11.5%
$494.3M0.3%$132.78
42
2020-Q4
Increased
2.9M
+4.6%
$369.9M0.3%$110.04
39
2020-Q3
Increased
2.8M
+9.8%
$267.8M0.2%$82.60
40
2020-Q2
Increased
2.5M
+13.4%
$238.4M0.2%$79.93
42
2020-Q1
Increased
2.2M
+11.2%
$201.2M0.2%$75.71
41
2019-Q4
Increased
2M
+12.1%
$280.2M0.3%$116.49
41
2019-Q3
Increased
1.8M
+12.3%
$211M0.2%$97.56
41
2019-Q2
Increased
1.6M
+10.4%
$178.5M0.2%$92.03
40
2019-Q1
Decreased
1.4M
-0.9%
$146.3M0.2%$82.70
0
2018-Q4
First report
1.5M
-
$142.4M0.2%$79.10
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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