A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 362,246 shares of JPM stock, worth $80.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
362,246
Previous 368,430 1.68%
Holding current value
$80.7 Million
Previous $73.8 Million 0.72%
% of portfolio
0.28%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$180.08 - $204.79 $1.11 Million - $1.27 Million
-6,184 Reduced 1.68%
362,246 $73.3 Million
Q1 2024

May 06, 2024

BUY
$167.09 - $200.3 $7.29 Million - $8.73 Million
43,600 Added 13.42%
368,430 $73.8 Million
Q4 2023

Feb 07, 2024

BUY
$135.69 - $170.3 $4.1 Million - $5.14 Million
30,202 Added 10.25%
324,830 $55.3 Million
Q3 2023

Nov 13, 2023

BUY
$143.21 - $158.0 $42.2 Million - $46.6 Million
294,628 New
294,628 $42.7 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $654B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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