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EP Wealth Advisors, LLC: JMSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EP Wealth Advisors, LLC on JMSI, newest first. How the timeline and the estimate are built.

EP Wealth Advisors, LLC held 448,963 JMSI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 448,963 shares
    Change vs previous 13F +44,648 shares

    0.09% of the 13F portfolio, value $22,645,711.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 404,315 shares
    Change vs previous 13F +24,599 shares

    0.1% of the 13F portfolio, value $20,114,673.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 379,716 shares
    Change vs previous 13F +112,923 shares

    0.1% of the 13F portfolio, value $19,130,160.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 266,793 shares
    Change vs previous 13F -48,363 shares

    0.09% of the 13F portfolio, value $13,184,895.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 315,156 shares
    Change vs previous 13F +13,056 shares

    0.13% of the 13F portfolio, value $15,694,777.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 302,100 shares
    Change vs previous 13F +20,404 shares

    0.12% of the 13F portfolio, value $15,126,138.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 281,696 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $14,374,966.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).