Delos Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Delos Wealth Advisors, LLC

  • $119 Million
  • Q2 2025

A detailed history of Delos Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Delos Wealth Advisors, LLC holds 291 shares of JEPI stock, worth $16,479. This represents 0.01% of its overall portfolio holdings.

Number of Shares
291
Previous 8,404 96.54%
Holding current value
$16,479
Previous $480,000 96.67%
% of portfolio
0.01%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
SELL
$51.14 - $57.0 $414,898 - $462,441
-8,113 Reduced 96.54%
291 $16,000
Q1 2025

May 12, 2025
BUY
$56.17 - $59.71 $472,052 - $501,802
8,404 New
8,404 $480,000

Others Institutions Holding JEPI

# of Institutions
1,423
Shares Held
345M
Call Options Held
839K
Put Options Held
640K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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