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EP Wealth Advisors, LLC: JPM position timeline

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

EP Wealth Advisors, LLC held 724,174 JPM 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 724,174 shares
    Change vs previous 13F +66,424 shares

    0.91% of the 13F portfolio, value $237,043,870.

    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 657,750 shares
    Change vs previous 13F +11,160 shares

    0.95% of the 13F portfolio, value $193,483,741.

    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 646,590 shares
    Change vs previous 13F -107,463 shares

    1.08% of the 13F portfolio, value $208,344,272.

    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 754,053 shares
    Change vs previous 13F +49,448 shares

    1.44% of the 13F portfolio, value $218,607,466.

    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 704,605 shares
    Change vs previous 13F +19,671 shares

    1.38% of the 13F portfolio, value $172,839,593.

    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 684,934 shares
    Change vs previous 13F -9,245 shares

    1.34% of the 13F portfolio, value $164,185,421.

    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 694,179 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $146,374,614.

    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).