GLLW
Graves Light Lenhart Wealth’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Sell |
38,583
-2,199
| -5% | -$638K | 1.33% | 22 |
|
|
2025
Q1 | $10M | Sell |
40,782
-152
| -0.4% | -$37.3K | 1.23% | 23 |
|
|
2024
Q4 | $9.81M | Sell |
40,934
-298
| -0.7% | -$71.4K | 1.22% | 23 |
|
|
2024
Q3 | $8.69M | Sell |
41,232
-10,128
| -20% | -$2.14M | 1.07% | 24 |
|
|
2024
Q2 | $10.6M | Sell |
51,360
-6
| -0% | -$1.23K | 1.21% | 21 |
|
|
2024
Q1 | $10.3M | Sell |
51,366
-11,422
| -18% | -$2.29M | 1.19% | 21 |
|
|
2023
Q4 | $10.7M | Sell |
62,788
-1,403
| -2% | -$239K | 1.33% | 20 |
|
|
2023
Q3 | $9.31M | Sell |
64,191
-2,496
| -4% | -$362K | 1.26% | 18 |
|
|
2023
Q2 | $9.7M | Sell |
66,687
-1,177
| -2% | -$171K | 1.31% | 20 |
|
|
2023
Q1 | $8.84M | Sell |
67,864
-516
| -0.8% | -$67.2K | 1.37% | 19 |
|
|
2022
Q4 | $9.17M | Sell |
68,380
-114
| -0.2% | -$15.3K | 1.41% | 19 |
|
|
2022
Q3 | $7.16M | Sell |
68,494
-712
| -1% | -$74.4K | 1.19% | 22 |
|
|
2022
Q2 | $7.79M | Sell |
69,206
-120
| -0.2% | -$13.5K | 1.19% | 23 |
|
|
2022
Q1 | $9.45M | Buy |
69,326
+959
| +1% | +$131K | 1.32% | 22 |
|
|
2021
Q4 | $10.8M | Buy |
68,367
+212
| +0.3% | +$33.6K | 1.54% | 20 |
|
|
2021
Q3 | $11.2M | Buy |
68,155
+146
| +0.2% | +$23.9K | 1.76% | 16 |
|
|
2021
Q2 | $10.6M | Buy |
68,009
+35
| +0.1% | +$5.44K | 1.7% | 16 |
|
|
2021
Q1 | $10.3M | Sell |
67,974
-23,950
| -26% | -$3.65M | 1.77% | 16 |
|
|
2020
Q4 | $11.7M | Sell |
91,924
-192
| -0.2% | -$24.4K | 2.18% | 11 |
|
|
2020
Q3 | $8.87M | Buy |
92,116
+3,876
| +4% | +$373K | 1.96% | 15 |
|
|
2020
Q2 | $8.3M | Buy |
88,240
+421
| +0.5% | +$39.6K | 1.95% | 15 |
|
|
2020
Q1 | $7.91M | Buy |
87,819
+394
| +0.5% | +$35.5K | 2.13% | 15 |
|
|
2019
Q4 | $12.2M | Sell |
87,425
-540
| -0.6% | -$75.3K | 2.56% | 12 |
|
|
2019
Q3 | $11M | Buy |
87,965
+1,408
| +2% | +$176K | 2.42% | 12 |
|
|
2019
Q2 | $9.68M | Buy |
86,557
+994
| +1% | +$111K | 2.32% | 13 |
|
|
2019
Q1 | $8.66M | Buy |
85,563
+2,599
| +3% | +$263K | 2.21% | 13 |
|
|
2018
Q4 | $8.1M | Buy |
+82,964
| New | +$8.1M | 2.38% | 13 |
|