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Grant/GrossMendelsohn, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grant/GrossMendelsohn, LLC on JEPQ, newest first. How the timeline and the estimate are built.

Grant/GrossMendelsohn, LLC held 47,552 JEPQ shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 47,552 shares
    Change vs previous 13F -6,251 shares

    1.35% of the 13F portfolio, value $2,430,393.

    13F-HR 0001214659-25-006735 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 53,803 shares
    Change vs previous 13F +1,079 shares

    1.6% of the 13F portfolio, value $3,057,539.

    13F-HR 0001214659-25-000598 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 52,724 shares
    Change vs previous 13F +9,011 shares

    1.25% of the 13F portfolio, value $2,896,149.

    13F-HR 0001214659-24-017513 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 43,713 shares
    Change vs previous 13F +12,161 shares

    1.11% of the 13F portfolio, value $2,426,050.

    13F-HR 0001214659-24-012765 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 31,552 shares
    Change vs previous 13F +20,597 shares

    0.79% of the 13F portfolio, value $1,697,178.

    13F-HR 0001214659-24-007533 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 10,955 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $567,350.

    13F-HR 0001214659-24-001405 filed by Grant/GrossMendelsohn, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).