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JSCP
Showing 7 of 16 quarters

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

EP Wealth Advisors, LLC holds 2.2M shares of JSCP (J P MORGAN EXCHANGE TRADED F), worth $105M as of 2026-Q1. The position was increased (+3.8% shares). JSCP represents 0.5% of EP Wealth Advisors, LLC's portfolio.

Current Value

$105M

Current Shares

2.2M

Total Value Change

+$54.7M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.2M
+3.8%
$105M0.5%$47.58
44
2025-Q4
Increased
2.1M
+14.7%
$101.7M0.5%$47.42
48
2025-Q2
Increased
1.9M
+48.7%
$88.4M0.6%$45.99
58
2025-Q1
Increased
1.3M
+1.9%
$59.2M0.5%$45.22
36
2024-Q4
Increased
1.2M
+6.7%
$57.3M0.5%$44.33
38
2024-Q3
Increased
1.2M
+6.5%
$54.8M0.5%$44.58
37
2024-Q2
Increased
1.1M
+14.1%
$50.2M0.5%$42.88
47

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

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