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Greystone Financial Group, LLC → JPM-PM
Greystone Financial Group, LLC JPM-PM Position History
JPM-PM
Quarters held
4
Latest value
$9.7M
Q3 2026
Peak value
$17.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $17.6M |
| Q1 2026 | $9M |
| Q2 2026 | $9.7M |
| Q3 2026 | $9.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.7M | 29.4K | — | — |
| Q2 2026 | $9.7M | 29.5K | — | — |
| Q1 2026 | $9M | 30.6K | — | — |
| Q4 2025 | $17.6M | 54.6K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B