Greystone Financial Group, LLC Jpmorgan Chase & CO Transaction History

Greystone Financial Group, LLC

$503 Million
Q2 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 58,064 shares of JPM stock, worth $12.2 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

58,064

Previous 56,389 2.97%

Holding current value

$12.2 Million

Previous $11.3 Million 3.98%

% of portfolio

2.34%

Previous 2.31%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,533

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

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 $617B
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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Greystone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greystone Financial Group, LLC with notifications on news.

Account

Greystone Financial Group, LLC Jpmorgan Chase & CO Transaction History