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EP Wealth Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

EP Wealth Advisors’s Portfolio DJP Stock Details DJP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$852K Sell
17,694
-610
-3% -$26.1K ﹤0.01% 691
2025
Q4 		$688K Buy
+18,304
New +$676K ﹤0.01% 736
2025
Q2 		$889K Buy
26,164
+16,405
+168% +$557K 0.01% 588
2025
Q1 		$345K Sell
9,759
-411
-4% -$14.1K ﹤0.01% 851
2024
Q4 		$326K Sell
10,170
-1,835
-15% -$58.4K ﹤0.01% 836
2024
Q3 		$387K Sell
12,005
-930
-7% -$28.8K ﹤0.01% 773
2024
Q2 		$415K Sell
12,935
-1,420
-10% -$46.3K ﹤0.01% 578
2024
Q1 		$446K Sell
14,355
-1,785
-11% -$54.1K 0.01% 535
2023
Q4 		$490K Sell
16,140
-2,920
-15% -$91.8K 0.01% 492
2023
Q3 		$613K Sell
19,060
-26,572
-58% -$856K 0.01% 421
2023
Q2 		$1.3M Sell
45,632
-435,121
-91% -$13.4M 0.02% 293
2023
Q1 		$48.1M Buy
480,753
+424,303
+752% +$13.6M 0.83% 27
2022
Q4 		$1.9M Sell
56,450
-5,670
-9% -$193K 0.03% 226
2022
Q3 		$2.04M Sell
62,120
-1,923
-3% -$67.3K 0.05% 187
2022
Q2 		$2.23M Sell
64,043
-12,356
-16% -$478K 0.05% 183
2022
Q1 		$2.82M Sell
76,399
-122,504
-62% -$4.11M 0.06% 166
2021
Q4 		$5.71M Buy
198,903
+161,921
+438% +$4.75M 0.13% 95
2021
Q3 		$1.08M Sell
36,982
-15,655
-30% -$432K 0.03% 230
2021
Q2 		$1.43M Sell
52,637
-2,551
-5% -$66.4K 0.04% 209
2021
Q1 		$1.31M Sell
55,188
-6,563
-11% -$154K 0.04% 210
2020
Q4 		$1.35M Sell
61,751
-32,985
-35% -$678K 0.05% 159
2020
Q3 		$1.84M Sell
94,736
-79,231
-46% -$1.53M 0.08% 116
2020
Q2 		$3.06M Buy
173,967
+97,497
+127% +$1.64M 0.13% 91
2020
Q1 		$1.26M Sell
76,470
-18,445
-19% -$374K 0.06% 146
2019
Q4 		$2.17M Buy
94,915
+42,460
+81% +$943K 0.09% 130
2019
Q3 		$1.14M Sell
52,455
-44,035
-46% -$965K 0.06% 139
2019
Q2 		$2.15M Sell
96,490
-17,050
-15% -$380K 0.13% 81
2019
Q1 		$2.57M Sell
113,540
-604,740
-84% -$13.6M 0.25% 66
2018
Q4 		$15.2M Buy
718,280
+706,990
+6,262% +$16.4M 1.18% 20
2018
Q3 		$268K Sell
11,290
-27,445
-71% -$640K 0.02% 231
2018
Q2 		$943K Sell
38,735
-305
-0.8% -$7.59K 0.09% 87
2018
Q1 		$951K Sell
39,040
-7,255
-16% -$178K 0.09% 97
2017
Q4 		$1.13M Buy
+46,295
New +$1.1M 0.12% 74
2017
Q3 		– Sell
-13,665
Closed -$310K – 181
2017
Q2 		$310K Buy
+13,665
New +$312K 0.04% 132

Other funds holding DJP

BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's DJP Position: Q1 2026 in Review

EP Wealth Advisors reduced its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) stake by 3.3% in Q1 2026, selling an estimated $26.1K and leaving 17,694 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

EP Wealth Advisors first reported a position in DJP in Q2 2017 and has held it in 34 quarters since. The position peaked at $48.1M in Q1 2023. 147 funds tracked by Wall St. Rank hold DJP as of Q1 2026.

  • EP Wealth Advisors held 17,694 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $852K as of Q1 2026.
  • EP Wealth Advisors sold 610 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2026, an estimated $26.1K.
  • iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #691 holding.
  • EP Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2017 and has held it in 34 quarters since.
  • EP Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $48.1M in Q1 2023.
  • 147 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2026.

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