J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

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

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

Q4 2025
Shares 34,460 Value ($000) $2,003 Avg Close — Range —
Q2 2025
Shares 35,665 Value ($000) $1,940 Avg Close — Range —
Q1 2025
Shares 34,172 Value ($000) $1,769 Avg Close — Range —
Q4 2024
Shares 26,761 Value ($000) $1,509 Avg Close — Range —
Q3 2024
Shares 22,388 Value ($000) $1,230 Avg Close — Range —
Q2 2024
Shares 10,008 Value ($000) $555 Avg Close — Range —
Q1 2024
Shares 6,308 Value ($000) $342 Avg Close — Range —