Greystone Financial Group, LLC / JPM
Greystone Financial Group, LLC’s Jpmorgan Chase & Co Position
Does Greystone Financial Group, LLC own Jpmorgan Chase & Co (JPM)? Yes — 30.6K shares worth $9M (+2.55% of its 13F portfolio) as of Q1 2026, down from 54.6K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
30.6K
% of Portfolio
+2.55%
Quarters Held
22
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 30.6K | $9M | +2.55% |
| Q4 2025 | 54.6K | $18M | +2.75% |
| Q3 2025 | 55.6K | $18M | +2.72% |
| Q2 2025 | 59.7K | $17M | +2.85% |
| Q1 2025 | 60.2K | $15M | +2.68% |
| Q4 2024 | 59.3K | $14M | +2.47% |
| Q3 2024 | 59.0K | $12M | +2.22% |
| Q2 2024 | 58.1K | $12M | +2.30% |
| Q1 2024 | 56.4K | $11M | +2.25% |
| Q4 2023 | 61.3K | $10M | +2.41% |
| Q3 2023 | 62.8K | $9M | +2.27% |
| Q2 2023 | 63.5K | $9M | +2.14% |
| Q1 2023 | 36.8K | $5M | +1.21% |
| Q4 2022 | 6.2K | $827,129 | +0.24% |
| Q3 2022 | 6.4K | $667,000 | +0.23% |
| Q2 2022 | 7.3K | $826,000 | +0.26% |
| Q1 2022 | 12.5K | $2M | +0.43% |
| Q4 2021 | 5.9K | $939,000 | +0.23% |
| Q3 2021 | 5.3K | $863,000 | +0.26% |
| Q2 2021 | 6.5K | $1M | +0.25% |
| Q1 2021 | 6.3K | $994,000 | +0.25% |
| Q4 2020 | 56.7K | $8M | +2.16% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of JPM.