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Greystone Financial Group’s JPMorgan Chase JPM Stock Holding History

Greystone Financial Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.66M Sell
29,508
-1,094
-4% -$340K 2.7% 8
2026
Q1 		$9M Sell
30,602
-24,024
-44% -$7.29M 2.55% 10
2025
Q4 		$17.6M Sell
54,626
-1,020
-2% -$316K 2.75% 8
2025
Q3 		$17.6M Sell
55,646
-4,098
-7% -$1.22M 2.72% 8
2025
Q2 		$17.3M Sell
59,744
-422
-0.7% -$108K 2.85% 7
2025
Q1 		$14.8M Buy
60,166
+859
+1% +$219K 2.68% 8
2024
Q4 		$14.2M Buy
59,307
+268
+0.5% +$62.4K 2.47% 11
2024
Q3 		$12.4M Buy
59,039
+975
+2% +$205K 2.22% 14
2024
Q2 		$11.7M Buy
58,064
+1,675
+3% +$327K 2.3% 12
2024
Q1 		$11.3M Sell
56,389
-4,886
-8% -$882K 2.25% 10
2023
Q4 		$10.4M Sell
61,275
-1,511
-2% -$229K 2.41% 11
2023
Q3 		$9.11M Sell
62,786
-699
-1% -$105K 2.27% 12
2023
Q2 		$9.23M Buy
63,485
+26,671
+72% +$3.67M 2.14% 12
2023
Q1 		$4.8M Buy
36,814
+30,646
+497% +$4.2M 1.21% 36
2022
Q4 		$827K Sell
6,168
-210
-3% -$26.6K 0.24% 50
2022
Q3 		$667K Sell
6,378
-957
-13% -$110K 0.23% 55
2022
Q2 		$826K Sell
7,335
-5,194
-41% -$644K 0.26% 58
2022
Q1 		$1.71M Buy
12,529
+6,601
+111% +$974K 0.43% 49
2021
Q4 		$939K Buy
5,928
+657
+12% +$108K 0.23% 73
2021
Q3 		$863K Sell
5,271
-1,205
-19% -$189K 0.26% 67
2021
Q2 		$1.01M Buy
6,476
+206
+3% +$32.4K 0.25% 72
2021
Q1 		$994K Sell
6,270
-50,428
-89% -$7.25M 0.25% 65
2020
Q4 		$7.95M Buy
+56,698
New +$6.34M 2.16% 18

Other funds holding JPM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Greystone Financial Group's JPM Position: Q2 2026 in Review

Greystone Financial Group reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $340K and leaving 29,508 shares worth $9.66M. The position accounts for 2.7% of the portfolio, ranked #8.

Greystone Financial Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.6M in Q4 2025. 2,608 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Greystone Financial Group held 29,508 shares of JPMorgan Chase worth $9.66M as of Q2 2026.
  • Greystone Financial Group sold 1,094 JPMorgan Chase shares in Q2 2026, an estimated $340K.
  • JPMorgan Chase made up 2.7% of Greystone Financial Group's portfolio in Q2 2026, its #8 holding.
  • Greystone Financial Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Greystone Financial Group's JPMorgan Chase position peaked at $17.6M in Q4 2025.
  • 2,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.