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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EP Wealth Advisors reduced its Janus International (JBI) stake by 16% in Q1 2026, selling an estimated $28.7K and leaving 23,322 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

EP Wealth Advisors first reported a position in JBI in Q4 2025 and has held it in 2 quarters since. The position peaked at $181K in Q4 2025. 204 funds tracked by Wall St. Rank hold JBI as of Q1 2026.

  • EP Wealth Advisors held 23,322 shares of Janus International worth $120K as of Q1 2026.
  • EP Wealth Advisors sold 4,428 Janus International shares in Q1 2026, an estimated $28.7K.
  • Janus International made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1451 holding.
  • EP Wealth Advisors first reported a position in Janus International in Q4 2025 and has held it in 2 quarters since.
  • EP Wealth Advisors's Janus International position peaked at $181K in Q4 2025.
  • 204 funds tracked by Wall St. Rank held Janus International as of Q1 2026.

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