Position history for EP Wealth Advisors, LLC's holdings in JPMORGAN CHASE & CO
EP Wealth Advisors, LLC holds 657,750 shares of JPM (JPMORGAN CHASE & CO), worth $193.5M as of 2026-Q1. The position was increased (+1.7% shares). JPM represents 1.0% of EP Wealth Advisors, LLC's portfolio.
Current Value
$193.5M
Current Shares
657,750
Total Value Change
+$62.1M
Total Shares Change
+8,272
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 657,750 |
+1.7% |
| $193.5M |
| 1.0% |
| $300.26 |
44 |
| 2025-Q4 | 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 |