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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in JPMORGAN CHASE & CO.

Yes. EP Wealth Advisors holds 724,174 shares of JPM (JPMorgan Chase), worth $237M, as of its Q2 2026 13F filing. It increased the position by 66,424 shares (+10.1%) from Q1 2026. EP Wealth Advisors has held JPM in every 13F on record since Q4 2018, 30 quarterly filings. JPM is 0.9% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$237M

Current Shares

724,174

Total Value Change

+$90.7M

Total Shares Change

+29,995

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
724,174
+10.1%
$237M0.9%$325.86
48
2026-Q1
Increased
657,750
+1.7%
$193.5M1.0%$291.35
44
2025-Q4
Decreased
646,590
-14.3%
$208.3M1.1%$317.71
0
2025-Q2
Increased
754,053
+7.0%
$218.6M1.4%$283.10
52
2025-Q1
Increased
704,605
+2.9%
$172.8M1.4%$238.07
49
2024-Q4
Decreased
684,934
-1.3%
$164.2M1.3%$231.45
0
2024-Q3
Increased
694,179
+6.9%
$146.4M1.3%$202.36
51

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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