Greystone Financial Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
59,744
-422
| -0.7% | -$122K | 2.85% | 7 |
|
|
2025
Q1 | $14.8M | Buy |
60,166
+859
| +1% | +$211K | 2.68% | 8 |
|
|
2024
Q4 | $14.2M | Buy |
59,307
+268
| +0.5% | +$64.2K | 2.47% | 11 |
|
|
2024
Q3 | $12.4M | Buy |
59,039
+975
| +2% | +$206K | 2.22% | 14 |
|
|
2024
Q2 | $11.7M | Buy |
58,064
+1,675
| +3% | +$339K | 2.3% | 12 |
|
|
2024
Q1 | $11.3M | Sell |
56,389
-4,886
| -8% | -$979K | 2.25% | 10 |
|
|
2023
Q4 | $10.4M | Sell |
61,275
-1,511
| -2% | -$257K | 2.41% | 11 |
|
|
2023
Q3 | $9.11M | Sell |
62,786
-699
| -1% | -$101K | 2.27% | 12 |
|
|
2023
Q2 | $9.23M | Buy |
63,485
+26,671
| +72% | +$3.88M | 2.14% | 12 |
|
|
2023
Q1 | $4.8M | Buy |
36,814
+30,646
| +497% | +$3.99M | 1.21% | 36 |
|
|
2022
Q4 | $827K | Sell |
6,168
-210
| -3% | -$28.2K | 0.24% | 50 |
|
|
2022
Q3 | $667K | Sell |
6,378
-957
| -13% | -$100K | 0.23% | 55 |
|
|
2022
Q2 | $826K | Sell |
7,335
-5,194
| -41% | -$585K | 0.26% | 58 |
|
|
2022
Q1 | $1.71M | Buy |
12,529
+6,601
| +111% | +$900K | 0.43% | 49 |
|
|
2021
Q4 | $939K | Buy |
5,928
+657
| +12% | +$104K | 0.23% | 73 |
|
|
2021
Q3 | $863K | Sell |
5,271
-1,205
| -19% | -$197K | 0.26% | 67 |
|
|
2021
Q2 | $1.01M | Buy |
6,476
+206
| +3% | +$32K | 0.25% | 72 |
|
|
2021
Q1 | $994K | Sell |
6,270
-50,428
| -89% | -$7.99M | 0.25% | 65 |
|
|
2020
Q4 | $7.95M | Buy |
+56,698
| New | +$7.95M | 2.16% | 18 |
|