Gries Financial LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Gries Financial LLC

$547 Million
Q3 2025

A detailed history of Gries Financial LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Gries Financial LLC holds 204,022 shares of JEPQ stock, worth $11.8 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

204,022

Previous 73,562 177.35%

Holding current value

$11.8 Million

Previous $4 Million 193.3%

% of portfolio

2.14%

Previous 0.85%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$53.81 - $57.52 $7.02 Million - $7.5 Million	130,460 Added 177.35%	204,022 $11.7 Million
Q2 2025 Jul 14, 2025	BUY	$45.88 - $54.4 $275,509 - $326,672	6,005 Added 8.89%	73,562 $4 Million
Q1 2025 May 05, 2025	SELL	$51.45 - $58.51 $263,989 - $300,214	-5,131 Reduced 7.06%	67,557 $3.5 Million
Q4 2024 Jan 23, 2025	BUY	$53.94 - $58.15 $1.56 Million - $1.68 Million	28,861 Added 65.85%	72,688 $4.1 Million
Q3 2024 Oct 18, 2024	BUY	$49.7 - $56.11 $16,401 - $18,516	330 Added 0.76%	43,827 $2.41 Million

Q2 2024 Aug 02, 2024	BUY	$50.84 - $55.56 $45,450 - $49,670	894 Added 2.1%	43,497 $2.41 Million
Q1 2024 May 15, 2024	BUY	$49.02 - $54.29 $2.09 Million - $2.31 Million	42,603 New	42,603 $2.31 Million

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Gries Financial LLC J P Morgan ETF Tr Nasdaq Equit Transaction History