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EP Wealth Advisors’s Janus International JBI Stock Holding History

EP Wealth Advisors’s Portfolio JBI Stock Details JBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23,322
Closed -$120K – 1800
2026
Q1 		$120K Sell
23,322
-4,428
-16% -$28.7K ﹤0.01% 1451
2025
Q4 		$181K Buy
+27,750
New +$216K ﹤0.01% 1406

Other funds holding JBI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AF
Atlas FRM Greenwich, Connecticut $2.33B AUM 3.68% 1-Year Est. Return

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

EP Wealth Advisors sold out of Janus International (JBI) in Q2 2026, closing a stake of 23,322 shares — an estimated $120K sold.

EP Wealth Advisors first reported a position in JBI in Q4 2025 and held it in 2 quarters. The position peaked at $181K in Q4 2025. 226 funds tracked by Wall St. Rank hold JBI as of Q2 2026.

  • EP Wealth Advisors reported no remaining Janus International position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 23,322 Janus International shares in Q2 2026, an estimated $120K.
  • EP Wealth Advisors first reported a position in Janus International in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's Janus International position peaked at $181K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Janus International as of Q2 2026.

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