HoyleCohen, LLC JPMB β€” J P MORGAN EXCHANGE-TRADED F

Ownership history in HoyleCohen, LLC  Β·  10 quarters on record

AI Ownership Summary

HoyleCohen, LLC reported J P MORGAN EXCHANGE-TRADED F (JPMB) in 10 quarterly 13F filings from 2023 Q4 through 2024 Q1. Peak portfolio weight reached 0.37% in 2023 Q4. The latest visible filing shows JPMB at 0.28% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HoyleCohen, LLC's position in J P MORGAN EXCHANGE-TRADED F, 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
2024 Q1

JPMB was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2024 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.

JPMB stock page HoyleCohen, LLC fund profile HoyleCohen, LLC full holdings
How HoyleCohen, LLC held JPMB β€” position size vs. price
% of Fund (quarterly)    JPMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q1 REDUCED 18.7% -0.4% βœ… 91,912 -21,177 -18.7% 0.28% $3.6M 2024-05-15 $34.41
2023 Q4 REDUCED β€” β€” β€” 113,089 -1,647 -1.4% 0.37% $4.5M 2024-02-09 $33.64
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JPMB

As of 2026 Q1 β€” sorted by position size

ARQ WEALTH ADVISORS, LLC 3Y 0.61% 5T Wealth, LLC 0.22% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.06% LGT Financial Advisors LLC 3Y 0.05% Focus Financial Network, Inc. 0.02% Pure Financial Advisors, LLC 3Y 7Y 0.01% EVOLUTION WEALTH MANAGEMENT INC. 0.0% LPL Financial LLC 3Y 7Y 0.0% HSBC HOLDINGS PLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About HoyleCohen, LLC and JPMB

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

How long has HoyleCohen, LLC reported owning JPMB?

HoyleCohen, LLC reported JPMB across 2 quarterly 13F filings, from 2023 Q4 through 2024 Q1.

What was the largest reported JPMB position in HoyleCohen, LLC's portfolio?

The largest reported portfolio weight for JPMB was 0.37% in 2023 Q4.

What is the latest reported JPMB position on this page?

The most recent filing on this page is 2024 Q1, when HoyleCohen, LLC reported 91,912 shares, equal to 0.28% of portfolio, with an estimated market value of $3.6M.

What does the chart on this JPMB ownership page compare?

The chart compares HoyleCohen, LLC's quarterly JPMB 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.

How well did HoyleCohen, LLC time their JPMB position?

Based on 13F filing dates vs. subsequent JPMB price moves, HoyleCohen, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on JPMB relative to SPY over the holding period was -10.2%.

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