How many shares of JPSE does ENVESTNET ASSET MANAGEMENT INC own?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC holds 165,572 shares of JPSE (JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF).

What is ENVESTNET ASSET MANAGEMENT INC's JPSE position worth?

As of 2026-Q2, ENVESTNET ASSET MANAGEMENT INC's JPSE position is worth $10M.

Is ENVESTNET ASSET MANAGEMENT INC buying or selling JPSE?

In 2026-Q2, ENVESTNET ASSET MANAGEMENT INC increased their JPSE position (+28.7% change in shares).

When did ENVESTNET ASSET MANAGEMENT INC first buy JPSE?

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in JPSE in 2018-Q4. They have held the position across 30 quarters.

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ENVESTNET ASSET MANAGEMENT INC

JPSE
30 quarters

Position history for ENVESTNET ASSET MANAGEMENT INC's holdings in JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

Current Value

$10M

Current Shares

165,572

Total Value Change

+$4.1M

Total Shares Change

-53,459

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	165,572	+28.7%	$10M	0.0%	$60.17	35
2026-Q1	Decreased	128,660	-34.0%	$6.7M	0.0%	$54.39	0
2025-Q4	Decreased	194,854	-0.8%	$9.8M	0.0%	$50.54	0
2025-Q3	Increased	196,437	+61.6%	$9.8M	0.0%	$49.41	40
2025-Q2	Decreased	121,567	-4.2%	$5.5M	0.0%	$45.00	0
2025-Q1	Decreased	126,946	-5.3%	$5.5M	0.0%	$42.83	0
2024-Q4	Decreased	134,086	-3.3%	$6.3M	0.0%	$46.01	0
2024-Q3	Increased	138,633	+3.2%	$6.7M	0.0%	$46.94	28
2024-Q2	Increased	134,311	+35.6%	$5.9M	0.0%	$42.44	35
2024-Q1	Increased	99,081	+204.3%	$4.5M	0.0%	$43.80	43
2023-Q4	Decreased	32,566	-6.0%	$1.4M	0.0%	$42.60	0
2023-Q3	Increased	34,627	+124.5%	$1.4M	0.0%	$37.71	41
2023-Q2	Increased	15,421	+39.8%	$631,660	0.0%	$39.06	32
2023-Q1	Increased	11,032	+43.9%	$439,754	0.0%	$37.17	32
2022-Q4	Increased	7,666	+20.5%	$296,973	0.0%	$36.76	28
2022-Q3	New	6,360	-	$225,000	0.0%	$33.45	32
2022-Q1	Exited	0	-100.0%	$0	0.0%	$41.41	0
2021-Q4	Decreased	27,381	-78.6%	$1.3M	0.0%	$42.98	0
2021-Q3	Decreased	127,876	-36.2%	$5.5M	0.0%	$40.53	0
2021-Q2	Decreased	200,443	-28.8%	$8.9M	0.0%	$40.89	0
2021-Q1	Decreased	281,526	-12.9%	$11.9M	0.0%	$38.61	0
2020-Q4	Decreased	323,102	-1.6%	$11.6M	0.0%	$33.30	0
2020-Q3	Decreased	328,534	-3.4%	$9.3M	0.0%	$25.97	0
2020-Q2	Decreased	340,053	-4.6%	$9.2M	0.0%	$24.52	0
2020-Q1	Decreased	356,355	-3.0%	$7.7M	0.0%	$19.63	0
2019-Q4	Increased	367,565	+85.0%	$12M	0.0%	$29.45	43
2019-Q3	Increased	198,669	+5.9%	$6M	0.0%	$27.25	29
2019-Q2	Decreased	187,616	-10.6%	$5.8M	0.0%	$27.77	0
2019-Q1	Decreased	209,803	-4.2%	$6.4M	0.0%	$27.16	0
2018-Q4	New	219,031	-	$5.9M	0.0%	$23.90	38

Other major holders of JPSE: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC

JPSE30 quarters

JPSE
30 quarters