EP Wealth Advisors, LLC
•CIK: 1540569•Filing: Q4 2025
**EP Wealth Advisors, LLC** manages $208M across a concentrated portfolio. The firm's current holdings are entirely weighted toward JPMorgan Chase ($208.3M), representing 100% of its disclosed assets. This highly concentrated structure suggests a deep conviction in the financial sector, specifically targeting JPM's market positioning. Investors should note the singular, large-cap exposure within the current mandate.
Total AUM
$208.3M
QoQ Performance
N/A
Positions
1
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM
JPM100.0%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
JPM
JPMORGAN CHASE & CO.
-14.3%
100.0% of portfolio
Sector Breakdown
Financial100.0%
🚪 Exited Positionssold since Q2 2025
+1414 more exited positions
Changes from Q2 2025
↓1 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022