Delos Wealth Advisors »

J P Morgan Exchange-traded F shares owned by Delos Wealth Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Delos Wealth Advisors from 13F filings

Historical chart of Delos Wealth Advisors investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Delos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J P Morgan Exchange-traded F by Delos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 291 57.10
2025-06-30 $17k 291 56.85
2025-03-31 $480k 8.4k 57.14

More positions owned by Delos Wealth Advisors

Spdr Series Trust Bloomberg 3-12 M (BILS)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Utilities Alph (FXU)
Spdr Gold Tr Gold Shs (GLD)
Agnico (AEM)
Apple (AAPL)
Bondbloxx Etf Trust Ir M Taxaware (TAXX)
Wal-Mart Stores (WMT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Alliant Energy Corporation (LNT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Flexshares Tr Iboxx 3r Targt (TDTT)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)

View all positions for Delos Wealth Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group

View all funds holding J P Morgan Exchange-traded F