EWA
JOBY icon

EP Wealth Advisors’s Joby Aviation JOBY Stock Holding History

EP Wealth Advisors’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$325K Buy
39,333
+2,220
+6% +$25K ﹤0.01% 1110
2025
Q4 		$490K Buy
+37,113
New +$570K ﹤0.01% 888
2025
Q2 		$403K Buy
38,228
+821
+2% +$5.94K ﹤0.01% 873
2025
Q1 		$225K Buy
37,407
+3,909
+12% +$29.3K ﹤0.01% 1074
2024
Q4 		$272K Sell
33,498
-3,871
-10% -$25.7K ﹤0.01% 915
2024
Q3 		$188K Buy
37,369
+5,000
+15% +$27.2K ﹤0.01% 1061
2024
Q2 		$165K Buy
+32,369
New +$161K ﹤0.01% 782
2022
Q4 		– Sell
-10,000
Closed -$43K – 632
2022
Q3 		$43K Buy
+10,000
New +$54.8K ﹤0.01% 332

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return