J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

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

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

Q4 2025
Shares 6,523 Value ($000) $309 Avg Close — Range —
Q2 2025
Shares 43,156 Value ($000) $2,031 Avg Close — Range —
Q1 2025
Shares 4,610 Value ($000) $217 Avg Close — Range —