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Hoese & Co LLP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hoese & Co LLP on JPM, newest first. How the timeline and the estimate are built.

Hoese & Co LLP held 1,163 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,163 shares
    Change vs previous 13F +253 shares

    0.25% of the 13F portfolio, value $380,672.

    13F-HR 0001840268-26-000009 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 910 shares
    Change vs previous 13F -400 shares

    0.2% of the 13F portfolio, value $267,675.

    13F-HR 0001840268-26-000005 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,310 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $422,093.

    13F-HR 0001840268-26-000004 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,310 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $413,198.

    13F-HR 0001840268-25-000017 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,310 shares
    Change vs previous 13F +150 shares

    0.31% of the 13F portfolio, value $379,768.

    13F-HR 0001840268-25-000014 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,160 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $284,547.

    13F-HR 0001840268-25-000006 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,160 shares
    Change vs previous 13F +675 shares

    0.24% of the 13F portfolio, value $278,062.

    13F-HR 0001840268-25-000001 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 485 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $102,266.

    13F-HR 0001840268-24-000006 filed by Hoese & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).