Gries Financial LLC J P Morgan Exchange Traded Fd Transaction History

Gries Financial LLC

$547 Million
Q3 2025

A detailed history of Gries Financial LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Gries Financial LLC holds 132,475 shares of JEPI stock, worth $7.52 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

132,475

Previous 79,804 66.0%

Holding current value

$7.52 Million

Previous $4.54 Million 66.75%

% of portfolio

1.38%

Previous 0.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$55.61 - $57.37 $2.93 Million - $3.02 Million	52,671 Added 66.0%	132,475 $7.56 Million
Q2 2025 Jul 14, 2025	SELL	$51.14 - $57.0 $4,653 - $5,187	-91 Reduced 0.11%	79,804 $4.54 Million
Q1 2025 May 05, 2025	BUY	$56.17 - $59.71 $170,475 - $181,219	3,035 Added 3.95%	79,895 $4.57 Million
Q4 2024 Jan 23, 2025	BUY	$57.53 - $60.83 $1.47 Million - $1.56 Million	25,590 Added 49.91%	76,860 $4.42 Million
Q3 2024 Oct 18, 2024	BUY	$54.98 - $59.51 $215,851 - $233,636	3,926 Added 8.29%	51,270 $3.05 Million

Q2 2024 Aug 02, 2024	BUY	$55.45 - $57.39 $190,138 - $196,790	3,429 Added 7.81%	47,344 $2.68 Million
Q1 2024 May 15, 2024	BUY	$54.75 - $57.86 $2.4 Million - $2.54 Million	43,915 New	43,915 $2.54 Million

Others Institutions Holding JEPI

# of Institutions

1,433

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Gries Financial LLC J P Morgan Exchange Traded Fd Transaction History