EP Wealth Advisors, LLC's ownership history for JPM

EP Wealth Advisors, LLC currently holds 646.6K shares with a market value of $208.3M. It started holding JPM on 2024-09-30. At its peak, it held 754.1K shares on 2025-06-30. Its highest holding value was $218.6M on 2025-06-30. At its lowest, it held 646.6K shares on 2025-12-31, with a value of $146.4M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has decreased its shares by 58.0K. In the recent year, EP Wealth Advisors, LLC has decreased its shares by 47.6K.