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Disclosery

GRIES FINANCIAL LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIES FINANCIAL LLC on JPM, newest first. How the timeline and the estimate are built.

GRIES FINANCIAL LLC held 8,394 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 8,394 shares
    Change vs previous 13F +1,720 shares

    0.42% of the 13F portfolio, value $2,647,838.

    13F-HR 0001213900-25-101113 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 6,674 shares
    Change vs previous 13F -1,197 shares

    0.35% of the 13F portfolio, value $1,934,797.

    13F-HR 0001213900-25-063702 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 7,871 shares
    Change vs previous 13F +837 shares

    0.37% of the 13F portfolio, value $1,930,714.

    13F-HR 0001213900-25-039607 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,034 shares
    Change vs previous 13F +647 shares

    0.3% of the 13F portfolio, value $1,686,186.

    13F-HR 0001213900-25-005821 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 6,387 shares
    Change vs previous 13F +2,645 shares

    0.25% of the 13F portfolio, value $1,346,850.

    13F-HR 0001213900-24-088867 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 3,742 shares
    Change vs previous 13F -3,923 shares

    0.16% of the 13F portfolio, value $756,785.

    13F-HR 0001213900-24-064624 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F/A 7,665 shares
    Change vs previous 13F +3,457 shares

    0.26% of the 13F portfolio, value $1,535,238.

    13F-HR/A 0001213900-24-043516 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 4,208 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $715,729.

    13F-HR 0001213900-24-013205 filed by GRIES FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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