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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

JOBY holding history

Joby Aviation, 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.

JOBY overviewAll 13F holders of JOBYFull Q2 2026 holdings

Shares (Q2 2026)
40,131
Value
$358.0K
% of portfolio
<0.1%
Quarters held
9
Since Q3 2022
Holdings of JOBY by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,131$358.0K<0.1%+798+2.0%AddedHolders
Q1 202639,333$324.9K<0.1%+2,220+6.0%AddedHolders
Q4 202537,113$489.9K<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202538,228$403.3K<0.1%+821+2.2%AddedHolders
Q1 202537,407$225.2K<0.1%+3,909+11.7%AddedHolders
Q4 202433,498$272.3K<0.1%−3,871−10.4%ReducedHolders
Q3 202437,369$188.0K<0.1%+5,000+15.4%AddedHolders
Q2 202432,369$165.1K<0.1%+32,369NewHolders
Q4 20220$00.0%−10,000−100.0%Sold outHolders
Q3 202210,000$43.0K<0.1%+10,000NewHolders