J P MORGAN EXCHANGE TRADED F

Ticker: JVAL CUSIP: 46641Q753 Class: US VALUE FACTR

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

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

Q4 2025
Shares 50,225 Value ($000) $2,465 Avg Close — Range —
Q2 2025
Shares 51,872 Value ($000) $2,294 Avg Close — Range —
Q1 2025
Shares 52,332 Value ($000) $2,168 Avg Close — Range —
Q4 2024
Shares 52,308 Value ($000) $2,260 Avg Close — Range —
Q3 2024
Shares 53,958 Value ($000) $2,351 Avg Close — Range —