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Gries Financial’s JPMorgan Chase JPM Stock Holding History

Gries Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.65M Buy
8,394
+1,720
+26% +$512K 0.42% 44
2025
Q2 		$1.93M Sell
6,674
-1,197
-15% -$305K 0.35% 61
2025
Q1 		$1.93M Buy
7,871
+837
+12% +$213K 0.37% 55
2024
Q4 		$1.69M Buy
7,034
+647
+10% +$151K 0.3% 78
2024
Q3 		$1.35M Buy
6,387
+2,645
+71% +$557K 0.25% 97
2024
Q2 		$757K Sell
3,742
-3,923
-51% -$767K 0.16% 122
2024
Q1 		$1.54M Buy
7,665
+3,457
+82% +$624K 0.26% 103
2023
Q4 		$716K Sell
4,208
-1,910
-31% -$289K 0.16% 110
2023
Q3 		$887K Sell
6,118
-10,819
-64% -$1.62M 0.24% 90
2023
Q2 		$2.46M Sell
16,937
-974
-5% -$134K 0.68% 36
2023
Q1 		$2.33M Sell
17,911
-13,761
-43% -$1.89M 0.69% 43
2022
Q4 		$4.25M Buy
31,672
+8,410
+36% +$1.07M 1.41% 12
2022
Q3 		$2.43M Buy
23,262
+8,554
+58% +$982K 1.03% 22
2022
Q2 		$1.66M Buy
14,708
+290
+2% +$35.9K 0.79% 41
2022
Q1 		$1.97M Buy
14,418
+3,237
+29% +$478K 0.72% 37
2021
Q4 		$1.77M Sell
11,181
-8,336
-43% -$1.37M 0.72% 29
2021
Q3 		$3.19M Sell
19,517
-10,481
-35% -$1.64M 1% 20
2021
Q2 		$4.54M Sell
29,998
-166
-0.6% -$26.1K 1.46% 10
2021
Q1 		$4.87M Buy
+30,164
New +$4.34M 1.55% 10

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gries Financial's JPM Position: Q3 2025 in Review

Gries Financial increased its JPMorgan Chase (JPM) stake by 26% in Q3 2025, buying an estimated $512K and bringing the position to 8,394 shares worth $2.65M. The position accounts for 0.42% of the portfolio, ranked #44.

Gries Financial first reported a position in JPM in Q1 2021 and has held it in 19 quarters since. The position peaked at $4.87M in Q1 2021. 4,760 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Gries Financial held 8,394 shares of JPMorgan Chase worth $2.65M as of Q3 2025.
  • Gries Financial bought 1,720 JPMorgan Chase shares in Q3 2025, an estimated $512K.
  • JPMorgan Chase made up 0.42% of Gries Financial's portfolio in Q3 2025, its #44 holding.
  • Gries Financial first reported a position in JPMorgan Chase in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's JPMorgan Chase position peaked at $4.87M in Q1 2021.
  • 4,760 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

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