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ENVESTNET ASSET MANAGEMENT INC: JPEF position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 71,941 JPEF 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 71,941 shares
    Change vs previous 13F -50,797 shares

    <0.01% of the 13F portfolio, value $5,779,009.

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

  2. period ended2026-03-31
    13F 122,738 shares
    Change vs previous 13F +9,108 shares

    <0.01% of the 13F portfolio, value $8,813,797.

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

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

  3. period ended2025-12-31
    13F 113,630 shares
    Change vs previous 13F -1,393 shares

    <0.01% of the 13F portfolio, value $8,486,659.

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

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

  4. period ended2025-09-30
    13F 115,023 shares
    Change vs previous 13F -176,565 shares

    <0.01% of the 13F portfolio, value $8,522,028.

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

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

  5. period ended2025-06-30
    13F 291,588 shares
    Change vs previous 13F -86,590 shares

    0.01% of the 13F portfolio, value $20,451,964.

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

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

  6. period ended2025-03-31
    13F 378,178 shares
    Change vs previous 13F +166,782 shares

    0.01% of the 13F portfolio, value $24,074,823.

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

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

  7. period ended2024-12-31
    13F 211,396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,186,762.

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

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