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 41,232 shares of JPM stock, worth $10.2 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
41,232
Previous 51,360 19.72%
Holding current value
$10.2 Million
Previous $10.4 Million 16.35%
% of portfolio
1.07%
Previous 1.19%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$194.9 - $224.8 $1.97 Million - $2.28 Million
-10,128 Reduced 19.72%
41,232 $8.69 Million
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

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $729B
  • 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 ...
More about JPM
Track This Portfolio

Track Graves Light Lenhart Wealth, Inc. Portfolio

Follow Graves Light Lenhart Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.