J P MORGAN EXCHANGE TRADED F

Ticker: JMSI CUSIP: 46654Q815 Class: ETF

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

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

Q4 2025
Shares 379,716 Value ($000) $19,130 Avg Close — Range —
Q2 2025
Shares 266,793 Value ($000) $13,185 Avg Close — Range —
Q1 2025
Shares 315,156 Value ($000) $15,695 Avg Close — Range —
Q4 2024
Shares 302,100 Value ($000) $15,126 Avg Close — Range —
Q3 2024
Shares 281,696 Value ($000) $14,375 Avg Close — Range —
Q2 2024
Shares 265,307 Value ($000) $13,340 Avg Close — Range —
Q1 2024
Shares 258,435 Value ($000) $13,023 Avg Close — Range —
Q4 2023
Shares 246,509 Value ($000) $12,455 Avg Close — Range —
Q3 2023
Shares 291,185 Value ($000) $14,012 Avg Close — Range —