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Disclosery

Greystone Financial Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greystone Financial Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Greystone Financial Group, LLC held 29,508 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,508 shares
    Change vs previous 13F -1,094 shares

    2.7% of the 13F portfolio, value $9,658,865.

    13F-HR 0001845302-26-000008 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,602 shares
    Change vs previous 13F -24,024 shares

    2.55% of the 13F portfolio, value $9,001,841.

    13F-HR 0001845302-26-000006 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 54,626 shares
    Change vs previous 13F -1,020 shares

    2.75% of the 13F portfolio, value $17,601,476.

    13F-HR 0001845302-26-000004 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 55,646 shares
    Change vs previous 13F -4,098 shares

    2.72% of the 13F portfolio, value $17,552,327.

    13F-HR 0001845302-25-000011 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 59,744 shares
    Change vs previous 13F -422 shares

    2.85% of the 13F portfolio, value $17,320,468.

    13F-HR 0001845302-25-000007 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 60,166 shares
    Change vs previous 13F +859 shares

    2.68% of the 13F portfolio, value $14,758,599.

    13F-HR 0001845302-25-000005 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,307 shares
    Change vs previous 13F +268 shares

    2.47% of the 13F portfolio, value $14,216,501.

    13F-HR 0001845302-25-000003 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,039 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $12,449,041.

    13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).