Graves Light Lenhart Wealth, Inc. Jp Morgan High Yield Research Transaction History

Graves Light Lenhart Wealth, Inc.

$862 Million
Q1 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Jp Morgan High Yield Research stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 4,791 shares of JPHY stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,791

Previous 13,366 64.16%

Holding current value

Previous $613,000 100.0%

% of portfolio

0.0%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$0.0 - $46.09 $0 - $395,221	-8,575 Reduced 64.16%	4,791 $0
Q4 2023 Feb 09, 2024	SELL	$42.77 - $46.47 $208,247 - $226,262	-4,869 Reduced 26.7%	13,366 $613,000
Q3 2023 Nov 13, 2023	SELL	$43.75 - $44.94 $1.33 Million - $1.36 Million	-30,363 Reduced 62.48%	18,235 $800,000
Q2 2023 Aug 14, 2023	BUY	$0.0 - $44.74 $0 - $158,871	3,551 Added 7.88%	48,598 $2.17 Million
Q1 2023 May 15, 2023	BUY	$43.5 - $45.93 $424,647 - $448,368	9,762 Added 27.67%	45,047 $2.02 Million

Q4 2022 Feb 14, 2023	BUY	$42.82 - $45.24 $720,061 - $760,755	16,816 Added 91.05%	35,285 $1.55 Million
Q3 2022 Nov 14, 2022	BUY	N/A	10,048 Added 119.32%	18,469 $783,000
Q2 2022 Aug 15, 2022	BUY	N/A	8,421 New	8,421 $367,000

Others Institutions Holding JPHY

# of Institutions

104

Shares Held

18.3M

Call Options Held

Put Options Held

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Graves Light Lenhart Wealth, Inc. Jp Morgan High Yield Research Transaction History