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 Q2	$358K	Buy	40,131 +798	+2%	+$7.71K	﹤0.01%	1194
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 $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

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

EP Wealth Advisors increased its Joby Aviation (JOBY) stake by 2% in Q2 2026, buying an estimated $7.71K and bringing the position to 40,131 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

EP Wealth Advisors first reported a position in JOBY in Q3 2022 and has held it in 9 quarters since. The position peaked at $490K in Q4 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

EP Wealth Advisors held 40,131 shares of Joby Aviation worth $358K as of Q2 2026.
EP Wealth Advisors bought 798 Joby Aviation shares in Q2 2026, an estimated $7.71K.
Joby Aviation made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1194 holding.
EP Wealth Advisors first reported a position in Joby Aviation in Q3 2022 and has held it in 9 quarters since.
EP Wealth Advisors's Joby Aviation position peaked at $490K in Q4 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

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