Gries Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Gries Financial’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
2025 Q3	$7.56M	Buy	132,475 +52,671	+66%	+$2.99M	1.2%	14
2025 Q2	$4.54M	Sell	79,804 -91	-0.1%	-$5.04K	0.83%	19
2025 Q1	$4.57M	Buy	79,895 +3,035	+4%	+$177K	0.88%	17
2024 Q4	$4.42M	Buy	76,860 +25,590	+50%	+$1.52M	0.79%	23
2024 Q3	$3.05M	Buy	51,270 +3,926	+8%	+$226K	0.57%	33
2024 Q2	$2.68M	Buy	47,344 +3,429	+8%	+$194K	0.55%	38
2024 Q1	$2.54M	Buy	+43,915	New	+$2.47M	0.42%	58

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

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

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

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

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

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

NFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gries Financial's JEPI Position: Q3 2025 in Review

Gries Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 66% in Q3 2025, buying an estimated $2.99M and bringing the position to 132,475 shares worth $7.56M. The position accounts for 1.2% of the portfolio, ranked #14.

Gries Financial first reported a position in JEPI in Q1 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Gries Financial held 132,475 shares of JPMorgan Equity Premium Income ETF worth $7.56M as of Q3 2025.
Gries Financial bought 52,671 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $2.99M.
JPMorgan Equity Premium Income ETF made up 1.2% of Gries Financial's portfolio in Q3 2025, its #14 holding.
Gries Financial first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 7 quarters since.
1,292 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.