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Graves Light Lenhart Wealth, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Graves Light Lenhart Wealth, Inc. on JPM, newest first. How the timeline and the estimate are built.

Graves Light Lenhart Wealth, Inc. held 24,871 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,871 shares
    Change vs previous 13F -944 shares

    0.77% of the 13F portfolio, value $8,228,228.

    13F-HR 0001085146-26-000833 filed by Graves Light Lenhart Wealth, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,815 shares
    Change vs previous 13F -473 shares

    0.79% of the 13F portfolio, value $8,449,889.

    13F-HR 0001759803-26-000004 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 26,288 shares
    Change vs previous 13F -9,203 shares

    0.8% of the 13F portfolio, value $7,732,852.

    13F-HR 0001759803-26-000003 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 35,491 shares
    Change vs previous 13F -2,090 shares

    1.21% of the 13F portfolio, value $11,435,863.

    13F-HR 0001759803-26-000001 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 37,581 shares
    Change vs previous 13F -1,002 shares

    1.32% of the 13F portfolio, value $11,854,264.

    13F-HR 0001085146-25-005814 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 38,583 shares
    Change vs previous 13F -2,199 shares

    1.33% of the 13F portfolio, value $11,185,496.

    13F-HR 0001085146-25-003685 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 40,782 shares
    Change vs previous 13F -152 shares

    1.23% of the 13F portfolio, value $10,003,926.

    13F-HR 0001085146-25-001967 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 40,934 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $9,812,251.

    13F-HR 0001085146-25-000149 filed by Graves Light Lenhart Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).