Gries Financial LLC J P Morgan Exchange Traded Fd Transaction History

Gries Financial LLC

  • $494 Million
  • Q4 2024

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 76,860 shares of JEPI stock, worth $4.52 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
76,860
Previous 51,270 49.91%
Holding current value
$4.52 Million
Previous $3.05 Million 44.9%
% of portfolio
0.89%
Previous 0.64%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,245
Shares Held
290M
Call Options Held
307K
Put Options Held
344K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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