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 Q3	$8.23M	Sell	24,871 -944	-4%	-$330K	0.77%	29
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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Graves Light Lenhart Wealth's JPM Position: Q3 2026 in Review

Graves Light Lenhart Wealth reduced its JPMorgan Chase (JPM) stake by 3.7% in Q3 2026, selling an estimated $330K and leaving 24,871 shares worth $8.23M. The position accounts for 0.77% of the portfolio, ranked #29.

Graves Light Lenhart Wealth first reported a position in JPM in Q4 2018 and has held it in 32 quarters since. The position peaked at $12.2M in Q4 2019. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Graves Light Lenhart Wealth held 24,871 shares of JPMorgan Chase worth $8.23M as of Q3 2026.
Graves Light Lenhart Wealth sold 944 JPMorgan Chase shares in Q3 2026, an estimated $330K.
JPMorgan Chase made up 0.77% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #29 holding.
Graves Light Lenhart Wealth first reported a position in JPMorgan Chase in Q4 2018 and has held it in 32 quarters since.
Graves Light Lenhart Wealth's JPMorgan Chase position peaked at $12.2M in Q4 2019.
283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.