Greystone Financial Group, LLC Jpmorgan Chase & CO Transaction History

Greystone Financial Group, LLC

$557 Million
Q3 2024

A detailed history of Greystone Financial Group, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Greystone Financial Group, LLC holds 59,039 shares of JPM stock, worth $14 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares

59,039

Previous 58,064 1.68%

Holding current value

$14 Million

Previous $11.7 Million 5.96%

% of portfolio

2.23%

Previous 2.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$194.9 - $224.8 $190,027 - $219,180	975 Added 1.68%	59,039 $12.4 Million
Q2 2024 Aug 06, 2024	BUY	$180.08 - $204.79 $301,634 - $343,023	1,675 Added 2.97%	58,064 $11.7 Million
Q1 2024 Apr 22, 2024	SELL	$167.09 - $200.3 $816,401 - $978,665	-4,886 Reduced 7.97%	56,389 $11.3 Million
Q4 2023 Feb 14, 2024	SELL	$135.69 - $170.3 $205,027 - $257,323	-1,511 Reduced 2.41%	61,275 $10.4 Million
Q3 2023 Nov 01, 2023	SELL	$143.21 - $158.0 $100,103 - $110,442	-699 Reduced 1.1%	62,786 $9.11 Million
Q2 2023 Jul 18, 2023	BUY	$127.47 - $145.44 $3.4 Million - $3.88 Million	26,671 Added 72.45%	63,485 $9.23 Million
Q1 2023 Apr 25, 2023	BUY	$124.91 - $143.8 $3.83 Million - $4.41 Million	30,646 Added 496.85%	36,814 $4.8 Million
Q4 2022 Jan 23, 2023	SELL	$101.96 - $137.84 $21,411 - $28,946	-210 Reduced 3.29%	6,168 $0
Q3 2022 Oct 25, 2022	SELL	$20.73 - $120.58 $19,838 - $115,395	-957 Reduced 13.05%	6,378 $667,000
Q2 2022 Aug 03, 2022	SELL	$112.61 - $135.91 $584,896 - $705,916	-5,194 Reduced 41.46%	7,335 $826,000
Q1 2022 May 02, 2022	BUY	$128.3 - $168.44 $846,908 - $1.11 Million	6,601 Added 111.35%	12,529 $1.71 Million
Q4 2021 Feb 01, 2022	BUY	$153.94 - $171.78 $101,138 - $112,859	657 Added 12.46%	5,928 $939,000
Q3 2021 Nov 03, 2021	SELL	$146.97 - $166.98 $177,098 - $201,210	-1,205 Reduced 18.61%	5,271 $863,000
Q2 2021 Aug 13, 2021	BUY	$147.37 - $166.44 $30,358 - $34,286	206 Added 3.29%	6,476 $1.01 Million
Q1 2021 May 13, 2021	SELL	$125.65 - $157.65 $6.34 Million - $7.95 Million	-50,428 Reduced 88.94%	6,270 $994,000
Q4 2020 Feb 12, 2021	BUY	$96.54 - $127.07 $5.47 Million - $7.2 Million	56,698 New	56,698 $7.95 Million

Others Institutions Holding JPM

# of Institutions

4,616

Shares Held

1.95B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $697B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Greystone Financial Group, LLC Jpmorgan Chase & CO Transaction History