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JPM
Showing 7 of 29 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
649,478
+1.4%
$131.4M1.4%$194.90
48

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

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