Skip to content
Disclosery

HoyleCohen, LLC: JPMB position timeline

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

HoyleCohen, LLC held 0 JPMB shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -91,912 shares

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-03-31
    13F 91,912 shares
    Change vs previous 13F -21,177 shares

    0.28% of the 13F portfolio, value $3,610,047.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 113,089 shares
    Change vs previous 13F -1,647 shares

    0.37% of the 13F portfolio, value $4,509,051.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 114,736 shares
    Change vs previous 13F +3,442 shares

    0.4% of the 13F portfolio, value $4,274,491.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 111,294 shares
    Change vs previous 13F -5,417 shares

    0.38% of the 13F portfolio, value $4,336,593.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 116,711 shares
    Change vs previous 13F +1,897 shares

    0.43% of the 13F portfolio, value $4,586,976.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 114,814 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,447,894.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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