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EP Wealth Advisors, LLC: JSCP position timeline

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

EP Wealth Advisors, LLC held 2,173,607 JSCP 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 2,173,607 shares
    Change vs previous 13F -45,794 shares

    0.39% of the 13F portfolio, value $102,474,723.

    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 2,219,401 shares
    Change vs previous 13F +81,241 shares

    0.52% of the 13F portfolio, value $104,977,658.

    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 2,138,160 shares
    Change vs previous 13F +274,247 shares

    0.53% of the 13F portfolio, value $101,684,487.

    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 1,863,913 shares
    Change vs previous 13F +610,119 shares

    0.58% of the 13F portfolio, value $88,424,035.

    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 1,253,794 shares
    Change vs previous 13F +23,991 shares

    0.47% of the 13F portfolio, value $59,191,626.

    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 1,229,803 shares
    Change vs previous 13F +76,862 shares

    0.47% of the 13F portfolio, value $57,345,713.

    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 1,152,941 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $54,787,757.

    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).