Envestnet Portfolio Solutions, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.8 Billion
  • Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 69,801 shares of JEPQ stock, worth $4.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
69,801
Previous 85,969 18.81%
Holding current value
$4.04 Million
Previous $4.68 Million 14.16%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$53.81 - $57.52 $870,000 - $929,983
-16,168 Reduced 18.81%
69,801 $4.01 Million
Q2 2025

Jul 25, 2025
BUY
$45.88 - $54.4 $223,160 - $264,601
4,864 Added 6.0%
85,969 $4.68 Million
Q1 2025

Apr 21, 2025
SELL
$51.45 - $58.51 $79,181 - $90,046
-1,539 Reduced 1.86%
81,105 $4.2 Million
Q4 2024

Feb 10, 2025
BUY
$53.94 - $58.15 $404,819 - $436,415
7,505 Added 9.99%
82,644 $4.66 Million
Q3 2024

Oct 31, 2024
BUY
$49.7 - $56.11 $482,239 - $544,435
9,703 Added 14.83%
75,139 $4.13 Million
Q2 2024

Jul 16, 2024
BUY
$50.84 - $55.56 $520,144 - $568,434
10,231 Added 18.53%
65,436 $3.63 Million
Q1 2024

May 06, 2024
BUY
$49.02 - $54.29 $628,191 - $695,726
12,815 Added 30.23%
55,205 $2.99 Million
Q4 2023

Feb 07, 2024
BUY
$45.1 - $50.32 $205,746 - $229,559
4,562 Added 12.06%
42,390 $2.12 Million
Q3 2023

Nov 13, 2023
BUY
$46.47 - $49.43 $1.76 Million - $1.87 Million
37,828 New
37,828 $1.78 Million

Others Institutions Holding JEPQ

# of Institutions
909
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email