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ENVESTNET ASSET MANAGEMENT INC: JEPQ position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 4,388,591 JEPQ 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 4,388,591 shares
    Change vs previous 13F +333,753 shares

    0.06% of the 13F portfolio, value $269,722,784.

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

    • ENVESTNET ASSET MANAGEMENT INC: 4,336,966 shares
    • Envestnet Portfolio Solutions, Inc.: 51,625 shares
  2. period ended2026-03-31
    13F 4,054,838 shares
    Change vs previous 13F +587,702 shares

    0.06% of the 13F portfolio, value $225,124,585.

    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: 4,009,107 shares
    • Envestnet Portfolio Solutions, Inc.: 45,731 shares

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

  3. period ended2025-12-31
    13F 3,467,136 shares
    Change vs previous 13F -177,087 shares

    0.06% of the 13F portfolio, value $201,509,931.

    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: 3,388,639 shares
    • Envestnet Portfolio Solutions, Inc.: 78,497 shares

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

  4. period ended2025-09-30
    13F 3,644,223 shares
    Change vs previous 13F +52,179 shares

    0.06% of the 13F portfolio, value $209,615,700.

    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: 3,574,422 shares
    • Envestnet Portfolio Solutions, Inc.: 69,801 shares

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

  5. period ended2025-06-30
    13F 3,592,044 shares
    Change vs previous 13F +128,123 shares

    0.05% of the 13F portfolio, value $195,407,203.

    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: 3,506,075 shares
    • Envestnet Portfolio Solutions, Inc.: 85,969 shares

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

  6. period ended2025-03-31
    13F 3,463,921 shares
    Change vs previous 13F +140,185 shares

    0.05% of the 13F portfolio, value $179,361,811.

    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: 3,382,816 shares
    • Envestnet Portfolio Solutions, Inc.: 81,105 shares

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

  7. period ended2024-12-31
    13F 3,323,736 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $187,392,270.

    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: 3,241,092 shares
    • Envestnet Portfolio Solutions, Inc.: 82,644 shares

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