Ownership history in HoyleCohen, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in J P MORGAN EXCHANGE-TRADED F (JPST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q1 | ADDED | 34,460 | +2,589 | +8.1% | 0.13% | $1.7M | $45.93 |
| 2023 Q4 | REDUCED | 31,871 | -116 | -0.4% | 0.13% | $1.6M | $45.33 |
| 2023 Q3 | ADDED | 31,987 | +5,377 | +20.2% | 0.15% | $1.6M | $44.49 |
| 2023 Q2 | ADDED | 26,610 | +1,901 | +7.7% | 0.12% | $1.3M | $43.90 |
As of 2025 Q4 — sorted by position size