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JVALJVAL
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in J P MORGAN EXCHANGE TRADED F

Envestnet Portfolio Solutions, Inc. holds 21,347 shares of JVAL (J P MORGAN EXCHANGE TRADED F), worth $1.3M as of 2026-Q2. The position was decreased (-52.7% shares). JVAL represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$1.3M

Current Shares

21,347

Total Value Change

-$198.2M

Total Shares Change

-5.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,347
-52.7%
$1.3M0.0%$58.64
0
2026-Q1
Decreased
45,165
-5.5%
$2.2M0.0%$50.75
0
2025-Q4
Decreased
47,789
-0.4%
$2.3M0.0%$49.49
0
2025-Q3
Decreased
47,981
-0.8%
$2.3M0.0%$47.13
0
2025-Q2
Decreased
48,365
-12.0%
$2.1M0.0%$43.54
0
2025-Q1
Decreased
54,957
-2.6%
$2.3M0.0%$40.45
0
2024-Q4
Decreased
56,419
-49.2%
$2.4M0.0%$42.21
0
2024-Q3
Decreased
111,110
-97.6%
$4.8M0.0%$42.26
0
2024-Q2
Increased
4.6M
+1.0%
$188.9M0.7%$39.46
43
2024-Q1
Decreased
4.6M
-33.4%
$190.4M0.7%$39.94
0
2023-Q4
Increased
6.9M
+19.3%
$265.1M1.1%$36.89
57
2023-Q3
New
5.8M
-
$199.4M0.9%$32.84
60

Other major holders of JVAL: ENVESTNET ASSET MANAGEMENT INC, Orion Porfolio Solutions, LLC, CAPTRUST FINANCIAL ADVISORS

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