Delos Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Delos Wealth Advisors, LLC
- $116 Million
- Q1 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 8,404 shares of JEPI stock, worth $471,380. This represents 0.42% of its overall portfolio holdings.
Number of Shares
8,404Holding current value
$471,380% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,368Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$881 Million0.21% of portfolio
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Ubs Group Ag8.35MShares$468 Million0.09% of portfolio