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ENVESTNET ASSET MANAGEMENT INC: JPIE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 2,671,006 JPIE 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 2,671,006 shares
    Change vs previous 13F +38,348 shares

    0.03% of the 13F portfolio, value $122,999,843.

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

    • ENVESTNET ASSET MANAGEMENT INC: 2,634,836 shares
    • Envestnet Portfolio Solutions, Inc.: 36,170 shares
  2. period ended2026-03-31
    13F 2,632,658 shares
    Change vs previous 13F -100,566 shares

    0.03% of the 13F portfolio, value $121,286,573.

    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: 2,602,855 shares
    • Envestnet Portfolio Solutions, Inc.: 29,803 shares

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

  3. period ended2025-12-31
    13F 2,733,224 shares
    Change vs previous 13F +165,081 shares

    0.03% of the 13F portfolio, value $126,520,976.

    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: 2,541,476 shares
    • Envestnet Portfolio Solutions, Inc.: 191,748 shares

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

  4. period ended2025-09-30
    13F 2,568,143 shares
    Change vs previous 13F +871,643 shares

    0.03% of the 13F portfolio, value $119,187,491.

    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: 2,438,090 shares
    • Envestnet Portfolio Solutions, Inc.: 130,053 shares

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

  5. period ended2025-06-30
    13F 1,696,500 shares
    Change vs previous 13F +759,427 shares

    0.02% of the 13F portfolio, value $78,581,880.

    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: 1,598,821 shares
    • Envestnet Portfolio Solutions, Inc.: 97,679 shares

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

  6. period ended2025-03-31
    13F 937,073 shares
    Change vs previous 13F +542,512 shares

    0.01% of the 13F portfolio, value $43,170,957.

    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: 871,971 shares
    • Envestnet Portfolio Solutions, Inc.: 65,102 shares

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

  7. period ended2024-12-31
    13F 394,561 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $17,999,890.

    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: 347,555 shares
    • Envestnet Portfolio Solutions, Inc.: 47,006 shares

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