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

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 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 81,105 shares of JEPQ stock, worth $4.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

81,105

Previous 82,644 1.86%

Holding current value

$4.03 Million

Previous $4.66 Million 9.87%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

787

Shares Held

139M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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