J P MORGAN EXCHANGE TRADED F

Ticker: JMST CUSIP: 46641Q654 Class: ULTRA SHT MUNCPL

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

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

Q4 2025
Shares 130,874 Value ($000) $6,667 Avg Close Range
Q2 2025
Shares 123,311 Value ($000) $6,279 Avg Close Range
Q1 2025
Shares 107,738 Value ($000) $5,478 Avg Close Range
Q4 2024
Shares 88,053 Value ($000) $4,465 Avg Close Range
Q3 2024
Shares 99,100 Value ($000) $5,048 Avg Close Range
Q2 2024
Shares 85,100 Value ($000) $4,318 Avg Close Range
Q1 2024
Shares 82,325 Value ($000) $4,177 Avg Close Range
Q4 2023
Shares 101,385 Value ($000) $5,144 Avg Close Range
Q3 2023
Shares 94,120 Value ($000) $4,748 Avg Close Range
Q2 2023
Shares 60,408 Value ($000) $536 Avg Close Range
Q1 2023
Shares 18,670 Value ($000) $1,124 Avg Close Range
Q4 2022
Shares 62,430 Value ($000) $3,155 Avg Close Range
Q3 2022
Shares 87,100 Value ($000) $4,381 Avg Close Range
Q2 2022
Shares 220,053 Value ($000) $11,146 Avg Close Range
Q1 2022
Shares 389,922 Value ($000) $19,746 Avg Close Range
Q4 2021
Shares 363,742 Value ($000) $18,573 Avg Close Range
Q3 2021
Shares 365,829 Value ($000) $18,685 Avg Close Range
Q2 2021
Shares 63,989 Value ($000) $3,267 Avg Close Range
Q1 2021
Shares 103,462 Value ($000) $5,281 Avg Close Range
Q4 2020
Shares 18,150 Value ($000) $926 Avg Close Range
Q3 2020
Shares 14,696 Value ($000) $749 Avg Close Range