Ownership history in HoyleCohen, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, LLC reported a position in JPMORGAN CHASE & CO (JPM). 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 Q2 | REDUCED | 83,307 | -1,663 | -2.0% | 1.27% | $16.8M | $194.90 |
| 2024 Q1 | REDUCED | 84,970 | -913 | -1.1% | 1.30% | $17.0M | $191.89 |
| 2023 Q4 | REDUCED | 85,883 | -484 | -0.6% | 1.19% | $14.6M | $161.96 |
| 2023 Q3 | ADDED | 86,367 | +282 | +0.3% | 1.16% | $12.5M | $137.07 |
| 2023 Q2 | ADDED | 86,085 | +688 | +0.8% | 1.10% | $12.5M | $136.53 |
| 2023 Q1 | REDUCED | 85,397 | -366 | -0.4% | 1.04% | $11.1M | $121.37 |
| 2022 Q4 | REDUCED | 85,763 | -501 | -0.6% | 1.14% | $11.5M | $123.99 |
| 2022 Q3 | REDUCED | 86,264 | -2 | -0.0% | 0.99% | $9.0M | $95.76 |
| 2022 Q2 | ADDED | 86,266 | +20 | +0.0% | 1.01% | $9.7M | $102.29 |
| 2022 Q1 | ADDED | 86,246 | +643 | +0.8% | 1.01% | $11.8M | $122.91 |
As of 2025 Q4 — sorted by position size