Hoya Capital Real Estate, LLC JPM JP MORGAN CHASE

Ownership history in Hoya Capital Real Estate, LLC  ·  6 quarters on record

AI Ownership Summary

Hoya Capital Real Estate, LLC reported JP MORGAN CHASE (JPM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 5.01% in 2025 Q2. The latest visible filing shows JPM at 4.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hoya Capital Real Estate, LLC's position in JP MORGAN CHASE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM was reported at 4.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hoya Capital Real Estate, LLC held JPM — position size vs. price
% of Fund (quarterly)    JPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 910 0% 4.83% $268K 2026-05-07 $304.90
2025 Q4 UNCHANGED 910 0% 4.74% $293K 2026-02-02 $305.20
2025 Q3 UNCHANGED 910 0% 4.77% $287K 2025-11-04 $304.92
2025 Q2 UNCHANGED 910 0% 5.01% $264K 2025-08-01 $283.94
2025 Q1 UNCHANGED 910 0% 4.36% $223K 2025-05-02 $246.58
2024 Q4 INITIATED 910 4.12% $218K 2025-02-07 $267.68

FAQ About Hoya Capital Real Estate, LLC and JPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hoya Capital Real Estate, LLC reported owning JPM?

Hoya Capital Real Estate, LLC reported JPM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JPM position in Hoya Capital Real Estate, LLC's portfolio?

The largest reported portfolio weight for JPM was 5.01% in 2025 Q2.

What is the latest reported JPM position on this page?

The most recent filing on this page is 2026 Q1, when Hoya Capital Real Estate, LLC reported 910 shares, equal to 4.83% of portfolio, with an estimated market value of $268K.

What does the chart on this JPM ownership page compare?

The chart compares Hoya Capital Real Estate, LLC's quarterly JPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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