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HoyleCohen’s JPMorgan Chase JPM Stock Holding History

HoyleCohen’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$16.8M Sell
83,307
-1,663
-2% -$325K 1.27% 18
2024
Q1 		$17M Sell
84,970
-913
-1% -$165K 1.3% 20
2023
Q4 		$14.6M Sell
85,883
-484
-0.6% -$73.3K 1.19% 22
2023
Q3 		$12.5M Buy
86,367
+282
+0.3% +$42.3K 1.16% 21
2023
Q2 		$12.5M Buy
86,085
+688
+0.8% +$94.6K 1.1% 23
2023
Q1 		$11.1M Sell
85,397
-366
-0.4% -$50.1K 1.04% 27
2022
Q4 		$11.5M Sell
85,763
-501
-0.6% -$63.5K 1.14% 23
2022
Q3 		$9.02M Sell
86,264
-2
-0% -$230 0.99% 26
2022
Q2 		$9.71M Buy
86,266
+20
+0% +$2.48K 1.01% 25
2022
Q1 		$11.8M Buy
86,246
+643
+0.8% +$94.9K 1.01% 25
2021
Q4 		$13.6M Buy
85,603
+2,004
+2% +$329K 1.13% 23
2021
Q3 		$13.7M Sell
83,599
-727
-0.9% -$114K 1.3% 17
2021
Q2 		$13.1K Buy
84,326
+779
+0.9% +$122K 1.02% 19
2021
Q1 		$12.7M Sell
83,547
-342
-0.4% -$49.2K 1.29% 18
2020
Q4 		$10.7M Buy
83,889
+1,533
+2% +$171K 1.23% 17
2020
Q3 		$7.93M Buy
82,356
+722
+0.9% +$70.9K 1.17% 21
2020
Q2 		$7.68M Sell
81,634
-595
-0.7% -$56.5K 1.28% 22
2020
Q1 		$7.4M Buy
82,229
+1,901
+2% +$231K 1.48% 20
2019
Q4 		$11.2M Sell
80,328
-712
-0.9% -$91.3K 1.78% 12
2019
Q3 		$9.54M Buy
81,040
+201
+0.2% +$22.7K 1.63% 18
2019
Q2 		$9.04M Buy
80,839
+660
+0.8% +$72.8K 1.57% 20
2019
Q1 		$8.12M Buy
80,179
+1,141
+1% +$118K 1.43% 26
2018
Q4 		$7.72M Buy
79,038
+2,614
+3% +$279K 1.58% 23
2018
Q3 		$8.62M Buy
76,424
+356
+0.5% +$40.4K 1.63% 21
2018
Q2 		$7.93M Buy
76,068
+652
+0.9% +$71.5K 1.6% 23
2018
Q1 		$8.29M Buy
75,416
+1,026
+1% +$116K 1.68% 19
2017
Q4 		$7.96M Buy
+74,390
New +$7.53M 1.57% 24

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HoyleCohen's JPM Position: Q2 2024 in Review

HoyleCohen reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2024, selling an estimated $325K and leaving 83,307 shares worth $16.8M. The position accounts for 1.27% of the portfolio, ranked #18.

HoyleCohen first reported a position in JPM in Q4 2017 and has held it in 27 quarters since. The position peaked at $17M in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • HoyleCohen held 83,307 shares of JPMorgan Chase worth $16.8M as of Q2 2024.
  • HoyleCohen sold 1,663 JPMorgan Chase shares in Q2 2024, an estimated $325K.
  • JPMorgan Chase made up 1.27% of HoyleCohen's portfolio in Q2 2024, its #18 holding.
  • HoyleCohen first reported a position in JPMorgan Chase in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's JPMorgan Chase position peaked at $17M in Q1 2024.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.