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ENVESTNET ASSET MANAGEMENT INC: JPIB position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 456,577 JPIB 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 456,577 shares
    Change vs previous 13F +88,262 shares

    0.01% of the 13F portfolio, value $22,075,497.

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

  2. period ended2026-03-31
    13F 368,315 shares
    Change vs previous 13F +267,836 shares

    <0.01% of the 13F portfolio, value $17,612,845.

    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 100,479 shares
    Change vs previous 13F -1,787 shares

    <0.01% of the 13F portfolio, value $4,893,315.

    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 102,266 shares
    Change vs previous 13F +91,343 shares

    <0.01% of the 13F portfolio, value $5,014,125.

    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 10,923 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $531,078.

    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: 10,923 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  6. period ended2025-03-31
    13F 10,957 shares
    Change vs previous 13F -39,076 shares

    <0.01% of the 13F portfolio, value $524,711.

    13F-HR 0001214659-25-006146 filed by Envestnet Portfolio Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 5,380 shares
    • Envestnet Portfolio Solutions, Inc.: 5,577 shares

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

  7. period ended2024-12-31
    13F 50,033 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,364,579.

    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).