EP Wealth Advisors’s US Global Jets ETF JETS Stock Holding History

EP Wealth Advisors’s Portfolio JETS Stock Details JETS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$345K	Buy	10,372 +1,007	+11%	+$27.9K	﹤0.01%	1210
2026 Q1	$231K	Sell	9,365 -75	-0.8%	-$2.08K	﹤0.01%	1323
2025 Q4	$265K	Buy	+9,440	New	+$245K	﹤0.01%	1208
2025 Q2	$225K	Buy	+9,792	New	+$208K	﹤0.01%	1187
2025 Q1	–	Sell	-9,386	Closed	-$238K	–	1336
2024 Q4	$238K	Sell	9,386 -1,000	-10%	-$23.7K	﹤0.01%	977
2024 Q3	$215K	Buy	+10,386	New	+$195K	﹤0.01%	1009

Other funds holding JETS

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BHCM

Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return

PIC

PCJ Investment Counsel Toronto, Ontario, Canada $348M AUM 54.69% 1-Year Est. Return

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

EP Wealth Advisors increased its US Global Jets ETF (JETS) stake by 11% in Q2 2026, buying an estimated $27.9K and bringing the position to 10,372 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

EP Wealth Advisors first reported a position in JETS in Q3 2024 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold JETS as of Q2 2026.

EP Wealth Advisors held 10,372 shares of US Global Jets ETF worth $345K as of Q2 2026.
EP Wealth Advisors bought 1,007 US Global Jets ETF shares in Q2 2026, an estimated $27.9K.
US Global Jets ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1210 holding.
EP Wealth Advisors first reported a position in US Global Jets ETF in Q3 2024 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held US Global Jets ETF as of Q2 2026.

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