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EP Wealth Advisors’s Jazz Pharmaceuticals JAZZ Stock Holding History

EP Wealth Advisors’s Portfolio JAZZ Stock Details JAZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.04M Sell
5,522
-167
-3% -$29.2K 0.01% 633
2025
Q4 		$967K Buy
+5,689
New +$872K 0.01% 634
2025
Q2 		$475K Buy
4,481
+1,178
+36% +$128K ﹤0.01% 800
2025
Q1 		$410K Buy
3,303
+1,540
+87% +$201K ﹤0.01% 780
2024
Q4 		$217K Buy
+1,763
New +$208K ﹤0.01% 1034

Other funds holding JAZZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

EP Wealth Advisors's JAZZ Position: Q1 2026 in Review

EP Wealth Advisors reduced its Jazz Pharmaceuticals (JAZZ) stake by 2.9% in Q1 2026, selling an estimated $29.2K and leaving 5,522 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #633.

EP Wealth Advisors first reported a position in JAZZ in Q4 2024 and has held it in 5 quarters since. 570 funds tracked by Wall St. Rank hold JAZZ as of Q1 2026.

  • EP Wealth Advisors held 5,522 shares of Jazz Pharmaceuticals worth $1.04M as of Q1 2026.
  • EP Wealth Advisors sold 167 Jazz Pharmaceuticals shares in Q1 2026, an estimated $29.2K.
  • Jazz Pharmaceuticals made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #633 holding.
  • EP Wealth Advisors first reported a position in Jazz Pharmaceuticals in Q4 2024 and has held it in 5 quarters since.
  • 570 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.