Hoxton Planning & Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1954782 SHEPHERDSTOWN, WV

Position in JPM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,275,605

+$146,031 QoQ

Shares Held

3,897

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#3,398

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Hoxton Planning & Management, LLC holds $2,830,551 across 6 Banks - Diversified names. JPM ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,897	$1,275,605
2	BAC	Bank Of America Corp /De/	7,515	$428,204
3	SAN	Banco Santander, S.A.	24,210	$334,098
4	HSBC	Hsbc Holdings PLC	2,823	$268,439
5	WFC	Wells Fargo & Company/Mn	3,227	$266,679
6	C	Citigroup Inc	1,840	$257,526

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,275,605	3,897	+1.5%	Shares	Sole	2026-07-16
2026-03-31	$1,129,574	3,840	-2.5%	Shares	Sole	2026-04-20
2025-12-31	$1,269,224	3,939	+1.8%	Shares	Sole	2026-02-11
2025-09-30	$1,220,083	3,868	-0.3%	Shares	Sole	2025-10-27
2025-06-30	$1,124,560	3,879	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$950,782	3,876	+6.6%	Shares	Sole	2025-05-08
2024-12-31	$871,345	3,635	+0.2%	Shares	Sole	2025-09-08
2024-09-30	$765,210	3,629	+22.2%	Shares	Sole	2024-10-08
2024-06-30	$600,712	2,970	-0.4%	Shares	Sole	2024-07-19
2024-03-31	$597,494	2,983	-4.2%	Shares	Sole	2024-04-12
2023-12-31	$529,861	3,115	-4.7%	Shares	Sole	2024-01-30
2023-09-30	$473,925	3,268	-5.1%	Shares	Sole	2023-10-27
2023-06-30	$500,604	3,442	+5.6%	Shares	Sole	2023-07-20
2023-03-31	$424,680	3,259	-2.3%	Shares	Sole	2023-05-15
2022-12-31	$447,223	3,335	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.