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HOEY INVESTMENTS, INC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOEY INVESTMENTS, INC on JPM, newest first. How the timeline and the estimate are built.

HOEY INVESTMENTS, INC held 29,421 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,421 shares
    Change vs previous 13F -276 shares

    1.27% of the 13F portfolio, value $9,630,376.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, INC
    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 29,697 shares
    Change vs previous 13F -1,884 shares

    1.29% of the 13F portfolio, value $8,735,670.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, INC
    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 31,581 shares
    Change vs previous 13F +579 shares

    1.38% of the 13F portfolio, value $10,176,030.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, INC
    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 31,002 shares
    Change vs previous 13F +671 shares

    1.32% of the 13F portfolio, value $9,778,961.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, INC
    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 30,331 shares
    Change vs previous 13F -2,847 shares

    1.32% of the 13F portfolio, value $8,793,261.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, INC
    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 33,178 shares
    Change vs previous 13F -3,218 shares

    1.61% of the 13F portfolio, value $8,138,564.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, INC
    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 36,396 shares
    Change vs previous 13F +10,517 shares

    1.48% of the 13F portfolio, value $8,724,486.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, INC
    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 25,879 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,234,287.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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