ENVESTNET ASSET MANAGEMENT INC: JHEM position timeline

ENVESTNET ASSET MANAGEMENT INC held 344,452 JHEM 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 344,452 shares

   Change vs previous 13F -5,467 shares

   <0.01% of the 13F portfolio, value $13,861,908.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 332,090 shares
   • Envestnet Portfolio Solutions, Inc.: 12,362 shares
2. period ended2026-03-31

   13F 349,919 shares

   Change vs previous 13F -3,993 shares

   <0.01% of the 13F portfolio, value $11,987,512.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 338,993 shares
   • Envestnet Portfolio Solutions, Inc.: 10,926 shares

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

3. period ended2025-12-31

   13F 353,912 shares

   Change vs previous 13F +4,461 shares

   <0.01% of the 13F portfolio, value $11,643,693.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 346,922 shares
   • Envestnet Portfolio Solutions, Inc.: 6,990 shares

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

4. period ended2025-09-30

   13F 349,451 shares

   Change vs previous 13F -7,117 shares

   <0.01% of the 13F portfolio, value $11,061,870.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 356,568 shares

   Change vs previous 13F -1,911 shares

   <0.01% of the 13F portfolio, value $10,408,209.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 358,479 shares

   Change vs previous 13F -11,324 shares

   <0.01% of the 13F portfolio, value $9,557,421.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 369,803 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $9,559,407.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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