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EP Wealth Advisors, LLC: JQUA position timeline

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

EP Wealth Advisors, LLC held 1,025,040 JQUA 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 1,025,040 shares
    Change vs previous 13F +801,315 shares

    0.28% of the 13F portfolio, value $74,089,864.

    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 223,725 shares
    Change vs previous 13F +81,498 shares

    0.07% of the 13F portfolio, value $13,718,828.

    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 142,227 shares
    Change vs previous 13F +962 shares

    0.05% of the 13F portfolio, value $8,985,902.

    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 141,265 shares
    Change vs previous 13F +381 shares

    0.06% of the 13F portfolio, value $8,482,963.

    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 140,884 shares
    Change vs previous 13F +3,519 shares

    0.06% of the 13F portfolio, value $7,955,719.

    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 137,365 shares
    Change vs previous 13F -3,358 shares

    0.06% of the 13F portfolio, value $7,866,894.

    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 140,723 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,960,700.

    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).