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Graves Light Lenhart Wealth’s JPMorgan Chase JPM Stock Holding History

Graves Light Lenhart Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.45M Sell
25,815
-473
-2% -$147K 0.79% 31
2026
Q1 		$7.73M Sell
26,288
-9,203
-26% -$2.79M 0.8% 30
2025
Q4 		$11.4M Sell
35,491
-2,090
-6% -$647K 1.21% 24
2025
Q3 		$11.9M Sell
37,581
-1,002
-3% -$298K 1.32% 21
2025
Q2 		$11.2M Sell
38,583
-2,199
-5% -$561K 1.33% 22
2025
Q1 		$10M Sell
40,782
-152
-0.4% -$38.8K 1.23% 23
2024
Q4 		$9.81M Sell
40,934
-298
-0.7% -$69.4K 1.22% 23
2024
Q3 		$8.69M Sell
41,232
-10,128
-20% -$2.13M 1.07% 24
2024
Q2 		$10.6M Sell
51,360
-6
-0% -$1.17K 1.21% 21
2024
Q1 		$10.3M Sell
51,366
-11,422
-18% -$2.06M 1.19% 21
2023
Q4 		$10.7M Sell
62,788
-1,403
-2% -$213K 1.33% 20
2023
Q3 		$9.31M Sell
64,191
-2,496
-4% -$374K 1.26% 18
2023
Q2 		$9.7M Sell
66,687
-1,177
-2% -$162K 1.31% 20
2023
Q1 		$8.84M Sell
67,864
-516
-0.8% -$70.7K 1.37% 19
2022
Q4 		$9.17M Sell
68,380
-114
-0.2% -$14.4K 1.41% 19
2022
Q3 		$7.16M Sell
68,494
-712
-1% -$81.7K 1.19% 22
2022
Q2 		$7.79M Sell
69,206
-120
-0.2% -$14.9K 1.19% 23
2022
Q1 		$9.45M Buy
69,326
+959
+1% +$142K 1.32% 22
2021
Q4 		$10.8M Buy
68,367
+212
+0.3% +$34.8K 1.54% 20
2021
Q3 		$11.2M Buy
68,155
+146
+0.2% +$22.9K 1.76% 16
2021
Q2 		$10.6M Buy
68,009
+35
+0.1% +$5.5K 1.7% 16
2021
Q1 		$10.3M Sell
67,974
-23,950
-26% -$3.45M 1.77% 16
2020
Q4 		$11.7M Sell
91,924
-192
-0.2% -$21.5K 2.18% 11
2020
Q3 		$8.87M Buy
92,116
+3,876
+4% +$381K 1.96% 15
2020
Q2 		$8.3M Buy
88,240
+421
+0.5% +$39.9K 1.95% 15
2020
Q1 		$7.91M Buy
87,819
+394
+0.5% +$47.9K 2.13% 15
2019
Q4 		$12.2M Sell
87,425
-540
-0.6% -$69.3K 2.56% 12
2019
Q3 		$11M Buy
87,965
+1,408
+2% +$159K 2.42% 12
2019
Q2 		$9.68M Buy
86,557
+994
+1% +$110K 2.32% 13
2019
Q1 		$8.66M Buy
85,563
+2,599
+3% +$268K 2.21% 13
2018
Q4 		$8.1M Buy
+82,964
New +$8.84M 2.38% 13

Other funds holding JPM

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Graves Light Lenhart Wealth's JPM Position: Q2 2026 in Review

Graves Light Lenhart Wealth reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $147K and leaving 25,815 shares worth $8.45M. The position accounts for 0.79% of the portfolio, ranked #31.

Graves Light Lenhart Wealth first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.2M in Q4 2019. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Graves Light Lenhart Wealth held 25,815 shares of JPMorgan Chase worth $8.45M as of Q2 2026.
  • Graves Light Lenhart Wealth sold 473 JPMorgan Chase shares in Q2 2026, an estimated $147K.
  • JPMorgan Chase made up 0.79% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #31 holding.
  • Graves Light Lenhart Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's JPMorgan Chase position peaked at $12.2M in Q4 2019.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.