Position history for EP Wealth Advisors, LLC's holdings in JPMORGAN CHASE & CO
EP Wealth Advisors, LLC holds 646,590 shares of JPM (JPMORGAN CHASE & CO), worth $208.3M as of 2025-Q4. The position was decreased (-14.3% shares). JPM represents 1.1% of EP Wealth Advisors, LLC's portfolio.
Current Value
$208.3M
Current Shares
646,590
Total Value Change
+$77M
Total Shares Change
-2,888
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 646,590 |
-14.3% |
| $208.3M |
| 1.1% |
| $321.97 |
0 |
| 2025-Q2 | Increased | 754,053 | +7.0% | $218.6M | 1.4% | $283.07 | 52 |
| 2025-Q1 | Increased | 704,605 | +2.9% | $172.8M | 1.4% | $237.97 | 49 |
| 2024-Q4 | Decreased | 684,934 | -1.3% | $164.2M | 1.3% | $233.31 | 0 |
| 2024-Q3 | Increased | 694,179 | +6.9% | $146.4M | 1.3% | $203.96 | 51 |
| 2024-Q2 | Increased | 649,478 | +1.4% | $131.4M | 1.4% | $194.90 | 48 |