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

EP Wealth Advisors, LLC holds 724,174 shares of JPM (JPMORGAN CHASE & CO), worth $237M as of 2026-Q2. The position was increased (+10.1% shares). JPM represents 0.9% of EP Wealth Advisors, LLC's 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%$300.26
44
2025-Q4
Decreased
646,590
-14.3%
$208.3M1.1%$321.97
0
2025-Q2
Increased
754,053
+7.0%
$218.6M1.4%$283.07
52
2025-Q1
Increased
704,605
+2.9%
$172.8M1.4%$237.97
49
2024-Q4
Decreased
684,934
-1.3%
$164.2M1.3%$233.31
0
2024-Q3
Increased
694,179
+6.9%
$146.4M1.3%$203.96
51

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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