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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
Q2 		$1.54M Buy
6,385
+863
+16% +$189K 0.01% 644
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

EP Wealth Advisors's JAZZ Position: Q2 2026 in Review

EP Wealth Advisors increased its Jazz Pharmaceuticals (JAZZ) stake by 16% in Q2 2026, buying an estimated $189K and bringing the position to 6,385 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #644.

EP Wealth Advisors first reported a position in JAZZ in Q4 2024 and has held it in 6 quarters since. 646 funds tracked by Wall St. Rank hold JAZZ as of Q2 2026.

  • EP Wealth Advisors held 6,385 shares of Jazz Pharmaceuticals worth $1.54M as of Q2 2026.
  • EP Wealth Advisors bought 863 Jazz Pharmaceuticals shares in Q2 2026, an estimated $189K.
  • Jazz Pharmaceuticals made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #644 holding.
  • EP Wealth Advisors first reported a position in Jazz Pharmaceuticals in Q4 2024 and has held it in 6 quarters since.
  • 646 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.