EWA
JWN

EP Wealth Advisors’s Nordstrom JWN Stock Holding History

EP Wealth Advisors’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-19,930
Closed -$487K – 1450
2025
Q1 		$487K Buy
+19,930
New +$484K ﹤0.01% 716
2024
Q3 		– Sell
-13,555
Closed -$288K – 1197
2024
Q2 		$288K Sell
13,555
-3
-0% -$61 ﹤0.01% 669
2024
Q1 		$275K Buy
+13,558
New +$257K ﹤0.01% 655
2023
Q4 		– Sell
-12,027
Closed -$180K – 828
2023
Q3 		$180K Buy
12,027
+6,567
+120% +$120K ﹤0.01% 680
2023
Q2 		$246K Sell
5,460
-639,810
-99% -$10.8M ﹤0.01% 604
2023
Q1 		$29.9M Buy
+645,270
New +$12.1M 0.51% 49
2022
Q4 		– Sell
-10,662
Closed -$178K – 633
2022
Q3 		$178K Sell
10,662
-6,153
-37% -$128K ﹤0.01% 312
2022
Q2 		$355K Buy
16,815
+4,320
+35% +$110K 0.01% 446
2022
Q1 		$339K Buy
+12,495
New +$293K 0.01% 468

Other funds holding JWN

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return