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

Gries Financial’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$11.7M	Buy	204,022 +130,460	+177%	+$7.24M	1.85%	9
2025 Q2	$4M	Buy	73,562 +6,005	+9%	+$310K	0.73%	22
2025 Q1	$3.5M	Sell	67,557 -5,131	-7%	-$286K	0.68%	26
2024 Q4	$4.1M	Buy	72,688 +28,861	+66%	+$1.62M	0.73%	25
2024 Q3	$2.41M	Buy	43,827 +330	+0.8%	+$17.7K	0.45%	42
2024 Q2	$2.41M	Buy	43,497 +894	+2%	+$48K	0.5%	48
2024 Q1	$2.31M	Buy	+42,603	New	+$2.22M	0.39%	66

Other funds holding JEPQ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

Gries Financial's JEPQ Position: Q3 2025 in Review

Gries Financial increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 177% in Q3 2025, buying an estimated $7.24M and bringing the position to 204,022 shares worth $11.7M. The position accounts for 1.85% of the portfolio, ranked #9.

Gries Financial first reported a position in JEPQ in Q1 2024 and has held it in 7 quarters since. 850 funds tracked by Wall St. Rank hold JEPQ as of Q3 2025.

Gries Financial held 204,022 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $11.7M as of Q3 2025.
Gries Financial bought 130,460 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2025, an estimated $7.24M.
JPMorgan Nasdaq Equity Premium Income ETF made up 1.85% of Gries Financial's portfolio in Q3 2025, its #9 holding.
Gries Financial first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q1 2024 and has held it in 7 quarters since.
850 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2025.

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