EP Wealth Advisors’s JPMorgan International Growth ETF JIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.45M	Buy	+104,202	New	+$6.95M	0.05%	215

Other funds holding JIG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EP Wealth Advisors's JIG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in JPMorgan International Growth ETF (JIG) in Q2 2025: 104,202 shares worth $7.45M. The stake represents 0.05% of the portfolio and ranks #215 among its holdings.

39 funds tracked by Wall St. Rank hold JIG as of Q2 2025.

EP Wealth Advisors held 104,202 shares of JPMorgan International Growth ETF worth $7.45M as of Q2 2025.
JPMorgan International Growth ETF was a new EP Wealth Advisors position in Q2 2025.
JPMorgan International Growth ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2025, its #215 holding.
39 funds tracked by Wall St. Rank held JPMorgan International Growth ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.