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JPMORGAN CHASE & CO
> ENV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | ENVESTNET, INC. | ENV | 3,144,215 | 123,691 | 186,609,160,000 | 9,394,160,000 | $59,350.00 |
| 03/31/2023 | ENVESTNET, INC. | ENV | 3,020,524 | 270,647 | 177,215,000,000 | 177,092,906,000 | $58,670.28 |
| 09/30/2022 | ENVESTNET, INC. | ENV | 2,749,877 | 26,310 | 122,094,000 | -21,628,000 | $44.40 |
| 06/30/2022 | ENVESTNET, INC. | ENV | 2,723,567 | -147,018 | 143,722,000 | -69,965,000 | $52.77 |
| 03/31/2022 | ENVESTNET, INC. | ENV | 2,870,585 | -66,483 | 213,687,000 | -19,340,000 | $74.44 |
| 12/31/2021 | ENVESTNET, INC. | ENV | 2,937,068 | -330,442 | 233,027,000 | -29,158,000 | $79.34 |
| 09/30/2021 | ENVESTNET, INC. | ENV | 3,267,510 | -195,670 | 262,185,000 | -532,000 | $80.24 |
| 06/30/2021 | ENVESTNET, INC. | ENV | 3,463,180 | -192,581 | 262,717,000 | -1,339,000 | $75.86 |
| 03/31/2021 | ENVESTNET, INC. | ENV | 3,655,761 | 817,921 | 264,056,000 | 30,528,000 | $72.23 |
| 12/31/2020 | ENVESTNET, INC. | ENV | 2,837,840 | 495,161 | 233,528,000 | 52,556,000 | $82.29 |
| 09/30/2020 | ENVESTNET, INC. | ENV | 2,342,679 | 122,996 | 180,972,000 | 17,736,000 | $77.25 |
| 06/30/2020 | ENVESTNET, INC. | ENV | 2,219,683 | 221,820 | 163,236,000 | 55,791,000 | $73.54 |
| 03/31/2020 | ENVESTNET, INC. | ENV | 1,997,863 | 21,130 | 107,445,000 | -30,196,000 | $53.78 |
| 12/31/2019 | ENVESTNET, INC. | ENV | 1,976,733 | 202,726 | 137,641,000 | 37,055,000 | $69.63 |
| 09/30/2019 | ENVESTNET, INC. | ENV | 1,774,007 | 481,677 | 100,586,000 | 13,095,000 | $56.70 |
| 06/30/2019 | ENVESTNET, INC. | ENV | 1,292,330 | -73,040 | 87,491,000 | -1,791,000 | $67.70 |
| 03/31/2019 | ENVESTNET, INC. | ENV | 1,365,370 | 31,378 | 89,282,000 | 23,663,000 | $65.39 |
| 12/31/2018 | ENVESTNET, INC. | ENV | 1,333,992 | 71,695 | 65,619,000 | -11,318,000 | $49.19 |
| 09/30/2018 | ENVESTNET, INC. | ENV | 1,262,297 | 177,169 | 76,937,000 | 17,309,000 | $60.95 |
| 06/30/2018 | ENVESTNET, INC. | ENV | 1,085,128 | 258,944 | 59,628,000 | 12,287,000 | $54.95 |
| 03/31/2018 | ENVESTNET, INC. | ENV | 826,184 | 37,489 | 47,341,000 | 8,025,000 | $57.30 |
| 12/31/2017 | ENVESTNET, INC. | ENV | 788,695 | 62,433 | 39,316,000 | 3,039,000 | $49.85 |
| 09/30/2017 | ENVESTNET, INC. | ENV | 726,262 | 29,897 | 36,277,000 | 8,701,000 | $49.95 |
| 06/30/2017 | ENVESTNET, INC. | ENV | 696,365 | -34,880 | 27,576,000 | 3,956,000 | $39.60 |
| 03/31/2017 | ENVESTNET, INC. | ENV | 731,245 | 25,837 | 23,620,000 | -1,245,000 | $32.30 |
| 12/31/2016 | ENVESTNET, INC. | ENV | 705,408 | -19,667 | 24,865,000 | -1,564,000 | $35.25 |
| 09/30/2016 | ENVESTNET, INC. | ENV | 725,075 | 725,075 | 26,429,000 | 26,429,000 | $36.45 |
| 06/30/2016 | ENVESTNET, INC. | ENV | 843,635 | 843,635 | 28,103,000 | 28,103,000 | $33.31 |
| 03/31/2016 | ENVESTNET, INC. | ENV | 975,405 | 975,405 | 26,530,000 | 26,530,000 | $27.20 |
| 03/31/2015 | ENVESTNET, INC. | ENV | 0 | -689,483 | 0 | -33,882,000 | |
| 12/31/2014 | ENVESTNET, INC. | ENV | 689,483 | 689,483 | 33,882,000 | 33,882,000 | $49.14 |
| 09/30/2014 | ENVESTNET, INC. | ENV | 1,022,610 | 1,022,610 | 46,018,000 | 46,018,000 | $45.00 |
| 06/30/2014 | ENVESTNET, INC. | ENV | 1,036,720 | 1,036,720 | 50,716,000 | 50,716,000 | $48.92 |
| 03/31/2014 | ENVESTNET, INC. | ENV | 1,316,269 | 1,316,269 | 52,889,000 | 52,889,000 | $40.18 |
| 12/31/2013 | ENVESTNET, INC. | ENV | 1,255,101 | 1,255,101 | 50,580,000 | 50,580,000 | $40.30 |
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