Hoxton Planning & Management, LLC
- SEC CIK
- 0001954782
- Latest filing
- Jul 16, 2026
JPM holding history
JPMorgan Chase & Co in every 13F filed by Hoxton Planning & Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,897
- Value
- $1.28M
- % of portfolio
- 0.3%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,897 | $1.28M | 0.3% | +57+1.5% | Added | Holders |
| Q1 2026 | 3,840 | $1.13M | 0.3% | −99−2.5% | Reduced | Holders |
| Q4 2025 | 3,939 | $1.27M | 0.4% | +71+1.8% | Added | Holders |
| Q3 2025 | 3,868 | $1.22M | 0.4% | −11−0.3% | Reduced | Holders |
| Q2 2025 | 3,879 | $1.12M | 0.4% | +3+0.1% | Added | Holders |
| Q1 2025 | 3,876 | $950.9K | 0.4% | +241+6.6% | Added | Holders |
| Q4 2024 | 3,635 | $871.4K | 0.3% | +6+0.2% | Added | Holders |
| Q3 2024 | 3,629 | $765.2K | 0.3% | +659+22.2% | Added | Holders |
| Q2 2024 | 2,970 | $600.7K | 0.3% | −13−0.4% | Reduced | Holders |
| Q1 2024 | 2,983 | $597.5K | 0.3% | −132−4.2% | Reduced | Holders |
| Q4 2023 | 3,115 | $530.0K | 0.3% | −153−4.7% | Reduced | Holders |
| Q3 2023 | 3,268 | $474.0K | 0.3% | −174−5.1% | Reduced | Holders |
| Q2 2023 | 3,442 | $500.6K | 0.3% | +183+5.6% | Added | Holders |
| Q1 2023 | 3,259 | $424.7K | 0.2% | −76−2.3% | Reduced | Holders |
| Q4 2022 | 3,335 | $447.2K | 0.2% | – | No prior filing | Holders |