J P MORGAN EXCHANGE TRADED F

Ticker: JSCP CUSIP: 46641Q274 Class: SHORT DURA CORE

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,138,160 Value ($000) $101,684 Avg Close — Range —
Q2 2025
Shares 1,863,913 Value ($000) $88,424 Avg Close — Range —
Q1 2025
Shares 1,253,794 Value ($000) $59,192 Avg Close — Range —
Q4 2024
Shares 1,229,803 Value ($000) $57,346 Avg Close — Range —
Q3 2024
Shares 1,152,941 Value ($000) $54,788 Avg Close — Range —
Q2 2024
Shares 1,082,805 Value ($000) $50,230 Avg Close — Range —
Q1 2024
Shares 949,235 Value ($000) $44,168 Avg Close — Range —
Q4 2023
Shares 879,237 Value ($000) $40,928 Avg Close — Range —
Q3 2023
Shares 810,559 Value ($000) $36,767 Avg Close — Range —
Q2 2023
Shares 12,811 Value ($000) $33,184 Avg Close — Range —
Q1 2023
Shares 113,859 Value ($000) $5,731 Avg Close — Range —
Q4 2022
Shares 495,593 Value ($000) $22,649 Avg Close — Range —
Q3 2022
Shares 417,937 Value ($000) $18,941 Avg Close — Range —
Q2 2022
Shares 568,965 Value ($000) $26,428 Avg Close — Range —
Q1 2022
Shares 521,777 Value ($000) $24,941 Avg Close — Range —