SEC 13F Intelligence

Hoylecohen, LLC / JPM

Hoylecohen, LLC’s Jpmorgan Chase & Co Position

Does Hoylecohen, LLC own Jpmorgan Chase & Co (JPM)? Yes83.3K shares worth $17M (+1.27% of its 13F portfolio) as of Q2 2024, down from 85.0K shares the prior filed quarter.

Position Value
$17M
Q2 2024
Shares
83.3K
% of Portfolio
+1.27%
Quarters Held
23
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $8MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $10MQ3 ’19Q4 ’19: $11MQ1 ’20: $7MQ2 ’20: $8MQ2 ’20Q3 ’20: $8MQ4 ’20: $11MQ1 ’21: $13MQ1 ’21Q2 ’21: $13MQ3 ’21: $14MQ4 ’21: $14MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $9MQ3 ’22Q4 ’22: $12MQ1 ’23: $11MQ2 ’23: $13MQ2 ’23Q3 ’23: $13MQ4 ’23: $15MQ1 ’24: $17MQ1 ’24Q2 ’24: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202483.3K$17M+1.27%
Q1 202485.0K$17M+1.30%
Q4 202385.9K$15M+1.19%
Q3 202386.4K$13M+1.16%
Q2 202386.1K$13M+1.10%
Q1 202385.4K$11M+1.04%
Q4 202285.8K$12M+1.14%
Q3 202286.3K$9M+0.99%
Q2 202286.3K$10M+1.01%
Q1 202286.2K$12M+1.01%
Q4 202185.6K$14M+1.13%
Q3 202183.6K$14M+1.30%
Q2 202184.3K$13M+1.02%
Q1 202183.5K$13M+1.29%
Q4 202083.9K$11M+1.23%
Q3 202082.4K$8M+1.17%
Q2 202081.6K$8M+1.28%
Q1 202082.2K$7M+1.48%
Q4 201980.3K$11M+1.78%
Q3 201981.0K$10M+1.63%
Q2 201980.8K$9M+1.57%
Q1 201980.2K$8M+1.43%
Q4 201879.0K$8M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hoylecohen, LLC’s full portfolio or all institutional holders of JPM.