How many shares of JPST does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 138,507 shares of JPST (J P MORGAN EXCHANGE TRADED F).

What is EP Wealth Advisors, LLC's JPST position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's JPST position is worth $7M.

In 2026-Q2, EP Wealth Advisors, LLC increased their JPST position (+117.3% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in JPST in 2019-Q2. They have held the position across 28 quarters.

Position history for EP Wealth Advisors, LLC's holdings in J P MORGAN EXCHANGE TRADED F

Current Value

$7M

Current Shares

138,507

Total Value Change

+$6.3M

Total Shares Change

+124,853

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	138,507	+117.3%	$7M	0.0%	$50.23	44
2026-Q1	Increased	63,745	+21.4%	$3.2M	0.0%	$49.76	32
2025-Q4	Increased	52,490	+6.0%	$2.7M	0.0%	$49.41	28
2025-Q2	Decreased	49,508	-2.2%	$2.5M	0.0%	$48.25	0
2025-Q1	Decreased	50,610	-20.9%	$2.6M	0.0%	$47.65	0
2024-Q4	Decreased	63,977	-12.8%	$3.2M	0.0%	$47.06	0
2024-Q3	Increased	73,387	+7.0%	$3.7M	0.0%	$46.64	29
2024-Q2	Decreased	68,553	-1.2%	$3.5M	0.0%	$45.78	0
2024-Q1	Decreased	69,395	-11.8%	$3.5M	0.0%	$45.15	0
2023-Q4	Decreased	78,724	-7.4%	$4M	0.1%	$44.57	0
2023-Q3	Decreased	84,976	-15.3%	$4.3M	0.1%	$43.74	0
2023-Q2	Decreased	100,305	-83.4%	$4.8M	0.1%	$43.16	0
2023-Q1	Increased	602,861	+461.1%	$78.6M	1.4%	$42.83	76
2022-Q4	Decreased	107,438	-13.3%	$5.4M	0.1%	$42.39	0
2022-Q3	Decreased	123,937	-23.8%	$6.2M	0.1%	$41.94	0
2022-Q2	Decreased	162,672	-36.1%	$8.1M	0.2%	$41.72	0
2022-Q1	Increased	254,749	+5.4%	$12.8M	0.3%	$41.78	35
2021-Q4	Increased	241,775	+21.7%	$12.2M	0.3%	$41.92	40
2021-Q3	Decreased	198,592	-37.3%	$10.1M	0.3%	$42.01	0
2021-Q2	Decreased	316,729	-12.0%	$16.1M	0.4%	$41.96	0
2021-Q1	Increased	359,928	+45.2%	$18.3M	0.6%	$41.89	54
2020-Q4	Increased	247,949	+186.9%	$12.6M	0.4%	$41.87	54
2020-Q3	Increased	86,428	-	$4.4M	0.2%	$41.74	32
2020-Q2	Decreased	0	-100.0%	$2.9M	0.1%	$41.55	0
2020-Q1	Decreased	113,522	-10.4%	$5.6M	0.3%	$40.50	0
2019-Q4	Increased	126,663	+390.7%	$6.4M	0.3%	$40.98	52
2019-Q3	Increased	25,812	+89.0%	$1.3M	0.1%	$40.72	40
2019-Q2	New	13,654	-	$688,000	0.0%	$40.43	34

Other major holders of JPST: JPMORGAN CHASE & CO