Graves Light Lenhart Wealth, Inc. Jpmorgan Chase & CO Transaction History

Graves Light Lenhart Wealth, Inc.

$875 Million
Q2 2024

A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 51,360 shares of JPM stock, worth $10.8 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

51,360

Previous 51,366 0.01%

Holding current value

$10.8 Million

Previous $10.3 Million 0.97%

% of portfolio

1.19%

Previous 1.19%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$180.08 - $204.79 $1,080 - $1,228	-6 Reduced 0.01%	51,360 $10.4 Million
Q1 2024 May 13, 2024	SELL	$167.09 - $200.3 $1.91 Million - $2.29 Million	-11,422 Reduced 18.19%	51,366 $10.3 Million
Q4 2023 Feb 09, 2024	SELL	$135.69 - $170.3 $190,373 - $238,930	-1,403 Reduced 2.19%	62,788 $10.7 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $357,452 - $394,368	-2,496 Reduced 3.74%	64,191 $9.31 Million
Q2 2023 Aug 14, 2023	SELL	$127.47 - $145.44 $150,032 - $171,182	-1,177 Reduced 1.73%	66,687 $9.7 Million
Q1 2023 May 15, 2023	SELL	$124.91 - $143.8 $64,453 - $74,200	-516 Reduced 0.75%	67,864 $8.84 Million
Q4 2022 Feb 14, 2023	SELL	$101.96 - $137.84 $11,623 - $15,713	-114 Reduced 0.17%	68,380 $9.17 Million
Q3 2022 Nov 14, 2022	SELL	$20.73 - $120.58 $14,759 - $85,852	-712 Reduced 1.03%	68,494 $7.16 Million
Q2 2022 Aug 15, 2022	SELL	$112.61 - $135.91 $13,513 - $16,309	-120 Reduced 0.17%	69,206 $7.79 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $123,039 - $161,533	959 Added 1.4%	69,326 $9.45 Million
Q4 2021 Feb 14, 2022	BUY	$153.94 - $171.78 $32,635 - $36,417	212 Added 0.31%	68,367 $10.8 Million
Q3 2021 Nov 15, 2021	BUY	$146.97 - $166.98 $21,457 - $24,379	146 Added 0.21%	68,155 $11.2 Million
Q2 2021 Jul 12, 2021	BUY	$147.37 - $166.44 $5,157 - $5,825	35 Added 0.05%	68,009 $10.6 Million
Q1 2021 Apr 09, 2021	SELL	$125.65 - $157.65 $3.01 Million - $3.78 Million	-23,950 Reduced 26.05%	67,974 $10.3 Million
Q4 2020 Feb 04, 2021	SELL	$96.54 - $127.07 $18,535 - $24,397	-192 Reduced 0.21%	91,924 $11.7 Million
Q3 2020 Nov 10, 2020	BUY	$91.28 - $103.82 $353,801 - $402,406	3,876 Added 4.39%	92,116 $8.87 Million
Q2 2020 Jul 31, 2020	BUY	$84.03 - $113.45 $35,376 - $47,762	421 Added 0.48%	88,240 $8.3 Million
Q1 2020 Apr 29, 2020	BUY	$79.03 - $141.09 $31,137 - $55,589	394 Added 0.45%	87,819 $7.91 Million
Q4 2019 Jan 21, 2020	SELL	$111.82 - $139.4 $60,382 - $75,276	-540 Reduced 0.61%	87,425 $12.2 Million
Q3 2019 Nov 12, 2019	BUY	$104.8 - $120.23 $85,202 - $97,746	813 Added 0.93%	87,965 $11 Million
Q2 2019 May 10, 2024	BUY	$104.64 - $116.12 $2.49 Million - $2.76 Million	23,769 Added 37.86%	86,557 $9.68 Million
Q2 2019 Jul 24, 2019	BUY	$104.64 - $116.12 $104,012 - $115,423	994 Added 1.15%	87,152 $9.74 Million
Q1 2019 May 10, 2024	BUY	$97.11 - $107.19 $2.21 Million - $2.44 Million	22,775 Added 36.27%	85,563 $8.66 Million
Q1 2019 Apr 11, 2019	BUY	$97.11 - $107.19 $310,169 - $342,364	3,194 Added 3.85%	86,158 $8.72 Million
Q4 2018 Jan 28, 2019	BUY	$92.14 - $115.32 $7.64 Million - $9.57 Million	82,964 New	82,964 $8.1 Million

Others Institutions Holding JPM

# of Institutions

4,535

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $618B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Graves Light Lenhart Wealth, Inc. Jpmorgan Chase & CO Transaction History