JPMorgan Chase & Co. 13D and 13G filings for Envestnet, Inc.:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Shares have been adjusted for stock splits.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2023-12-07 2:45 pm Sale | 2023-11-30 | 13G | Envestnet, Inc. ENV | JPMORGAN CHASE & CO JPM | 2,207,780 4.000% | -908,477 (-29.15%) | Filing |
| 2023-01-20 12:28 pm Sale | 2022-12-30 | 13G | Envestnet, Inc. ENV | JPMORGAN CHASE & CO JPM | 3,116,257 5.600% | -131,314 (-4.04%) | Filing |
| 2022-01-10 3:02 pm Sale | 2021-12-31 | 13G | Envestnet, Inc. ENV | JPMORGAN CHASE & CO JPM | 3,247,571 5.800% | -69,017 (-2.08%) | Filing |
| 2021-01-11 11:42 am Purchase | 2020-12-31 | 13G | Envestnet, Inc. ENV | JPMORGAN CHASE & CO JPM | 3,316,588 6.000% | 3,316,588 (New Position) | Filing |