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ENVESTNET ASSET MANAGEMENT INC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on JEPI, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 11,415,628 JEPI shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 11,415,628 shares
    Change vs previous 13F +164,599 shares

    0.14% of the 13F portfolio, value $644,754,658.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

    • ENVESTNET ASSET MANAGEMENT INC: 11,312,713 shares
    • Envestnet Portfolio Solutions, Inc.: 102,915 shares
  2. period ended2026-03-31
    13F 11,251,029 shares
    Change vs previous 13F +1,212,111 shares

    0.16% of the 13F portfolio, value $637,708,310.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 11,165,921 shares
    • Envestnet Portfolio Solutions, Inc.: 85,108 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,038,918 shares
    Change vs previous 13F +428,760 shares

    0.16% of the 13F portfolio, value $574,627,670.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 9,891,371 shares
    • Envestnet Portfolio Solutions, Inc.: 147,547 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,610,158 shares
    Change vs previous 13F +491,335 shares

    0.15% of the 13F portfolio, value $548,740,032.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 9,432,964 shares
    • Envestnet Portfolio Solutions, Inc.: 177,194 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,118,823 shares
    Change vs previous 13F +1,285,119 shares

    0.14% of the 13F portfolio, value $518,405,062.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 8,939,325 shares
    • Envestnet Portfolio Solutions, Inc.: 179,498 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,833,704 shares
    Change vs previous 13F +771,162 shares

    0.13% of the 13F portfolio, value $447,617,872.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 7,611,329 shares
    • Envestnet Portfolio Solutions, Inc.: 222,375 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,062,542 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $406,308,038.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 6,836,665 shares
    • Envestnet Portfolio Solutions, Inc.: 225,877 shares

    Acceptance time not in the bulk data set (spec §4.2).