EP Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1540569 TORRANCE, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$237,043,875

+$43,560,135 QoQ

Shares Held

724,174

+10.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

2.11%

of 13F equity value

Holder Rank

#239

of 5,057 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Financial Services · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. JPM ranks #1 (77.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	724,174	$237,043,875
2	BAC	Bank Of America Corp /De/	497,155	$28,327,891
3	WFC	Wells Fargo & Company/Mn	245,564	$20,293,408
4	C	Citigroup Inc	67,481	$9,444,640
5	BNY	Bank of New York Mellon Corp	13,650	$1,973,926
6	TD	Toronto Dominion Bank	13,524	$1,642,219
7	BNS	Bank Of Nova Scotia	13,197	$1,146,027
8	SAN	Banco Santander, S.A.	62,986	$869,206

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,043,875	724,174	+10.1%	Shares	Sole	2026-08-12
2026-03-31	$193,483,740	657,750	+1.7%	Shares	Sole	2026-05-14
2025-12-31	$208,344,229	646,590	-14.3%	Shares	Sole	2026-02-18
2025-06-30	$218,607,505	754,053	+7.0%	Shares	Sole	2025-08-14
2025-03-31	$172,839,606	704,605	+2.9%	Shares	Sole	2025-05-15
2024-12-31	$164,185,529	684,934	-1.3%	Shares	Sole	2025-02-14
2024-09-30	$146,374,583	694,179	+6.9%	Shares	Sole	2024-11-15
2024-06-30	$131,363,420	649,478	+1.3%	Shares	Sole	2024-08-19
2024-03-31	$128,363,657	640,857	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$108,286,340	636,604	+1.9%	Shares	Sole	2024-02-28
2023-09-30	$90,595,734	624,712	+108.2%	Shares	Sole	2023-11-24
2023-06-30	$43,632,000	300,000	+3443.2%	Shares	Sole	2023-08-14
2023-03-31	$1,103,334	8,467	-98.6%	Shares	Sole	2023-06-05
2022-12-31	$78,392,446	584,582	+2.8%	Shares	Sole	2023-06-12
2022-09-30	$59,399,785	568,419	+8.0%	Shares	Sole	2022-12-02
2022-06-30	$59,266,305	526,297	+8.6%	Shares	Sole	2022-08-11
2022-03-31	$66,035,861	484,418	+3.9%	Shares	Sole	2022-05-20
2021-12-31	$73,828,787	466,238	+2.3%	Shares	Sole	2022-02-17
2021-09-30	$74,616,122	455,838	+5.3%	Shares	Sole	2021-11-23
2021-06-30	$67,350,219	433,009	+1.5%	Shares	Sole	2021-08-24
2021-03-31	$64,970,241	426,790	+8.5%	Shares	Sole	2021-05-17
2020-12-31	$49,980,570	393,331	+4.1%	Shares	Sole	2021-02-18
2020-09-30	$36,377,737	377,872	+8.6%	Shares	Sole	2020-11-17
2020-06-30	$32,727,330	347,941	+6.0%	Shares	Sole	2020-08-14
2020-03-31	$29,545,235	328,171	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.