J P MORGAN EXCHANGE TRADED F

Ticker: JPST CUSIP: 46641Q837 Class: ULTRA SHRT ETF

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

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

Q4 2025
Shares 52,490 Value ($000) $2,655 Avg Close — Range —
Q2 2025
Shares 49,508 Value ($000) $2,509 Avg Close — Range —
Q1 2025
Shares 50,610 Value ($000) $2,562 Avg Close — Range —
Q4 2024
Shares 63,977 Value ($000) $3,223 Avg Close — Range —
Q3 2024
Shares 73,387 Value ($000) $3,724 Avg Close — Range —
Q2 2024
Shares 68,553 Value ($000) $3,460 Avg Close — Range —
Q1 2024
Shares 69,395 Value ($000) $3,501 Avg Close — Range —
Q4 2023
Shares 78,724 Value ($000) $3,954 Avg Close — Range —
Q3 2023
Shares 84,976 Value ($000) $4,264 Avg Close — Range —
Q2 2023
Shares 100,305 Value ($000) $4,805 Avg Close — Range —
Q1 2023
Shares 602,861 Value ($000) $78,559 Avg Close — Range —
Q4 2022
Shares 107,438 Value ($000) $5,386 Avg Close — Range —
Q3 2022
Shares 123,937 Value ($000) $6,216 Avg Close — Range —
Q2 2022
Shares 162,672 Value ($000) $8,148 Avg Close — Range —
Q1 2022
Shares 254,749 Value ($000) $12,806 Avg Close — Range —
Q4 2021
Shares 241,775 Value ($000) $12,205 Avg Close — Range —
Q3 2021
Shares 198,592 Value ($000) $10,073 Avg Close — Range —
Q2 2021
Shares 316,729 Value ($000) $16,071 Avg Close — Range —
Q1 2021
Shares 359,928 Value ($000) $18,268 Avg Close — Range —
Q4 2020
Shares 247,949 Value ($000) $12,593 Avg Close — Range —
Q3 2020
Shares 86,428 Value ($000) $4,390 Avg Close — Range —
Q1 2020
Shares 113,522 Value ($000) $5,639 Avg Close — Range —
Q4 2019
Shares 126,663 Value ($000) $6,388 Avg Close — Range —
Q3 2019
Shares 25,812 Value ($000) $1,302 Avg Close — Range —
Q2 2019
Shares 13,654 Value ($000) $688 Avg Close — Range —