SJW shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in SJW
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All positions including SJW held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in SJW by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $438k | 7.5k | 58.11 |
| 2024-06-30 | $435k | 8.0k | 54.22 |
| 2024-03-31 | $483k | 8.5k | 56.59 |
| 2023-12-31 | $443k | 6.8k | 65.35 |
| 2023-09-30 | $408k | 6.8k | 60.11 |
| 2023-06-30 | $475k | 8.9k | 53.54 |
| 2023-03-31 | $96k | 24k | 3.97 |
| 2022-12-31 | $502k | 6.2k | 81.18 |
| 2022-06-30 | $386k | 6.2k | 62.45 |
| 2022-03-31 | $430k | 6.2k | 69.57 |
| 2021-12-31 | $452k | 6.2k | 73.13 |
| 2021-09-30 | $408k | 6.2k | 66.01 |
| 2021-06-30 | $391k | 6.2k | 63.26 |
| 2021-03-31 | $389k | 6.2k | 62.93 |
| 2020-12-31 | $429k | 6.2k | 69.41 |