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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

J holding history

Jacobs Solutions Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2022
Holdings of J by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,869−100.0%Sold outHolders
Q1 20261,869$237.9K<0.1%−339−15.4%ReducedHolders
Q4 20252,208$292.4K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20253,621$476.0K<0.1%+226+6.7%AddedHolders
Q1 20253,395$410.4K<0.1%−33−1.0%ReducedHolders
Q4 20243,428$458.0K<0.1%+597+21.1%AddedHolders
Q3 20242,831$370.6K<0.1%+756+36.4%AddedHolders
Q2 20242,075$289.9K<0.1%+626+43.2%AddedHolders
Q1 20241,449$222.8K<0.1%+1,449NewHolders
Q2 20220$00.0%−1,529−100.0%Sold outHolders
Q1 20221,529$211.0K<0.1%+1,529NewHolders