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Showing 7 of 17 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in JPMORGAN SHORT DURATION CORE PLUS ETF

EP Wealth Advisors, LLC holds 2.2M shares of JSCP (JPMORGAN SHORT DURATION CORE PLUS ETF), worth $102.5M as of 2026-Q2. The position was decreased (-2.1% shares). JSCP represents 0.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$102.5M

Current Shares

2.2M

Total Value Change

+$47.7M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.2M
-2.1%
$102.5M0.4%$46.80
0
2026-Q1
Increased
2.2M
+3.8%
$105M0.5%$46.43
44
2025-Q4
Increased
2.1M
+14.7%
$101.7M0.5%$46.35
48
2025-Q2
Increased
1.9M
+48.7%
$88.4M0.6%$45.04
58
2025-Q1
Increased
1.3M
+1.9%
$59.2M0.5%$44.27
36
2024-Q4
Increased
1.2M
+6.7%
$57.3M0.5%$43.38
38
2024-Q3
Increased
1.2M
+6.5%
$54.8M0.5%$43.51
37

Other major holders of JSCP: JPMORGAN CHASE & CO, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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