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HOGE FINANCIAL SERVICES, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOGE FINANCIAL SERVICES, LLC on JPM, newest first. How the timeline and the estimate are built.

HOGE FINANCIAL SERVICES, LLC held 1,453 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,453 shares
    Change vs previous 13F +60 shares

    0.23% of the 13F portfolio, value $475,476.

    13F-HR 0001989834-26-000004 filed by HOGE FINANCIAL SERVICES, LLC
    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 1,393 shares
    Change vs previous 13F +3 shares

    0.22% of the 13F portfolio, value $407,899.

    13F-HR 0001989834-26-000002 filed by HOGE FINANCIAL SERVICES, LLC
    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 1,390 shares
    Change vs previous 13F +64 shares

    0.24% of the 13F portfolio, value $447,762.

    13F-HR 0001989834-26-000001 filed by HOGE FINANCIAL SERVICES, LLC
    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 1,326 shares
    Change vs previous 13F +111 shares

    0.24% of the 13F portfolio, value $418,450.

    13F-HR 0001989834-25-000007 filed by HOGE FINANCIAL SERVICES, LLC
    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 1,215 shares
    Change vs previous 13F +224 shares

    0.22% of the 13F portfolio, value $352,132.

    13F-HR 0001989834-25-000006 filed by HOGE FINANCIAL SERVICES, LLC
    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 991 shares
    Change vs previous 13F +52 shares

    0.17% of the 13F portfolio, value $243,199.

    13F-HR 0001989834-25-000002 filed by HOGE FINANCIAL SERVICES, LLC
    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 939 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $225,167.

    13F-HR 0001989834-25-000001 filed by HOGE FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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