Graves-Light Private Wealth Management »

JPMorgan Chase & Co. shares owned by Graves-Light Private Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Graves-Light Private Wealth Management from 13F filings

Historical chart of Graves-Light Private Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 51k 200.30
2023-12-31 $11M 63k 170.10
2023-09-30 $9.3M 64k 145.10
2023-06-30 $9.7M 67k 145.44
2023-03-31 $8.8M 68k 130.31
2022-12-31 $9.2M 68k 134.10
2022-09-30 $7.2M 69k 104.51
2022-06-30 $7.8M 69k 112.61
2022-03-31 $9.5M 69k 136.33
2021-12-31 $11M 68k 158.35
2021-09-30 $11M 68k 163.69
2021-06-30 $11M 68k 155.54
2021-03-31 $10M 68k 152.23
2020-12-31 $12M 92k 127.07
2020-09-30 $8.9M 92k 96.27
2020-06-30 $8.3M 88k 94.06
2020-03-31 $7.9M 88k 90.03
2019-12-31 $12M 87k 139.40
2019-09-30 $11M 88k 124.92
2019-06-30 $9.7M 87k 111.80
2019-03-31 $8.7M 86k 101.23
2018-12-31 $8.1M 83k 97.62

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Apple Stock (AAPL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Health Care Select Sector Spdr Fund Etf (XLV)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.