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J P Morgan Exchange-traded F shares owned by Gries Financial

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Gries Financial from 13F filings

Historical chart of Gries Financial investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Gries Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Gries Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 51k 59.51
2024-06-30 $2.7M 47k 56.68
2024-03-31 $2.5M 44k 57.86

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RBB Us Treas 3 Mnth (TBIL)
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View all positions for Gries Financial

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
HighTower Advisors
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F