Delos Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Delos Wealth Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-291	Closed	-$16.7K	–	288
2025 Q4	$16.7K	Hold	291	–	–	0.01%	146
2025 Q3	$16.6K	Hold	291	–	–	0.01%	157
2025 Q2	$16.5K	Sell	291 -8,113	-97%	-$449K	0.01%	146
2025 Q1	$480K	Buy	+8,404	New	+$490K	0.38%	39

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Delos Wealth Advisors's JEPI Position: Q1 2026 in Review

Delos Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 291 shares — an estimated $16.7K sold.

Delos Wealth Advisors first reported a position in JEPI in Q1 2025 and held it in 4 quarters. The position peaked at $480K in Q1 2025. 1,413 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Delos Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Delos Wealth Advisors sold 291 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $16.7K.
Delos Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 4 quarters.
Delos Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $480K in Q1 2025.
1,413 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.