GF
Gries Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Sell |
79,804
-91
| -0.1% | -$5.17K | 0.83% | 19 |
|
|
2025
Q1 | $4.57M | Buy |
79,895
+3,035
| +4% | +$173K | 0.88% | 17 |
|
|
2024
Q4 | $4.42M | Buy |
76,860
+25,590
| +50% | +$1.47M | 0.79% | 23 |
|
|
2024
Q3 | $3.05M | Buy |
51,270
+3,926
| +8% | +$234K | 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 | +$2.54M | 0.42% | 58 |
|