Ep Wealth Advisors, LLC John Hancock Multifactor Large Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding JHML
# of Institutions
115Shares Held
10.3MCall Options Held
0Put Options Held
0-
Grimes & Company, Inc.1.61MShares$127 Million3.21% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.33MShares$105 Million0.03% of portfolio
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Lpl Financial LLC Fort Mill, SC1.05MShares$82.9 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA916KShares$72.3 Million0.01% of portfolio
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Envestnet Asset Management Inc511KShares$40.3 Million0.01% of portfolio