Greystone Financial Group, LLC

SEC CIK: 0001845302
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Greystone Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 29,508
Value: $9.66M
% of portfolio: 2.7%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Greystone Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	29,508	$9.66M	2.7%	−1,094−3.6%	Reduced	Holders
Q1 2026	30,602	$9.00M	2.5%	−24,024−44.0%	Reduced	Holders
Q4 2025	54,626	$17.6M	2.7%	−1,020−1.8%	Reduced	Holders
Q3 2025	55,646	$17.6M	2.7%	−4,098−6.9%	Reduced	Holders
Q2 2025	59,744	$17.3M	2.9%	−422−0.7%	Reduced	Holders
Q1 2025	60,166	$14.8M	2.7%	+859+1.4%	Added	Holders
Q4 2024	59,307	$14.2M	2.5%	+268+0.5%	Added	Holders
Q3 2024	59,039	$12.4M	2.2%	+975+1.7%	Added	Holders
Q2 2024	58,064	$11.7M	2.3%	+1,675+3.0%	Added	Holders
Q1 2024	56,389	$11.3M	2.3%	−4,886−8.0%	Reduced	Holders
Q4 2023	61,275	$10.4M	2.4%	−1,511−2.4%	Reduced	Holders
Q3 2023	62,786	$9.11M	2.3%	−699−1.1%	Reduced	Holders
Q2 2023	63,485	$9.23M	2.1%	+26,671+72.4%	Added	Holders
Q1 2023	36,814	$4.80M	1.2%	+30,646+496.9%	Added	Holders
Q4 2022	6,168	$827.1K	0.2%	−210−3.3%	Reduced	Holders
Q3 2022	6,378	$667.0K	0.2%	−957−13.0%	Reduced	Holders
Q2 2022	7,335	$826.0K	0.3%	−5,194−41.5%	Reduced	Holders
Q1 2022	12,529	$1.71M	0.4%	+6,601+111.4%	Added	Holders
Q4 2021	5,928	$939.0K	0.2%	+657+12.5%	Added	Holders
Q3 2021	5,271	$863.0K	0.3%	−1,205−18.6%	Reduced	Holders
Q2 2021	6,476	$1.01M	0.3%	+206+3.3%	Added	Holders
Q1 2021	6,270	$994.0K	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.