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JVALJVAL
7 quarters

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

EP Wealth Advisors, LLC holds 50,171 shares of JVAL (J P MORGAN EXCHANGE TRADED F), worth $2.9M as of 2026-Q2. The position was decreased (-0.1% shares). JVAL represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$2.9M

Current Shares

50,171

Total Value Change

+$591,100

Total Shares Change

-3,787

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
50,171
-0.1%
$2.9M0.0%$58.64
0
2026-Q1
Increased
50,231
+0.0%
$2.5M0.0%$50.75
26
2025-Q4
Decreased
50,225
-3.2%
$2.5M0.0%$49.49
0
2025-Q2
Decreased
51,872
-0.9%
$2.3M0.0%$43.54
0
2025-Q1
Increased
52,332
+0.1%
$2.2M0.0%$40.45
26
2024-Q4
Decreased
52,308
-3.1%
$2.3M0.0%$42.21
0
2024-Q3
New
53,958
-
$2.4M0.0%$42.26
36

Other major holders of JVAL: ENVESTNET ASSET MANAGEMENT INC, Envestnet Portfolio Solutions, Inc.

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