Holt Capital Advisors, L.L.C. dba Holt Capital Partners »

JPMorgan Chase & Co. shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners from 13F filings

Historical chart of Holt Capital Advisors, L.L.C. dba Holt Capital Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Holt Capital Advisors, L.L.C. dba Holt Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $865k 2.7k 315.43
2025-06-30 $786k 2.7k 289.91
2025-03-31 $665k 2.7k 245.30
2024-12-31 $626k 2.6k 239.71
2024-09-30 $551k 2.6k 210.86
2024-06-30 $528k 2.6k 202.26
2024-03-31 $531k 2.7k 200.30
2023-12-31 $444k 2.6k 170.10
2023-09-30 $379k 2.6k 145.02
2023-06-30 $380k 2.6k 145.44
2023-03-31 $324k 2.5k 130.31
2022-12-31 $334k 2.5k 134.10
2022-09-30 $260k 2.5k 104.54
2022-06-30 $280k 2.5k 112.59
2022-03-31 $339k 2.5k 136.31
2021-12-31 $410k 2.6k 158.48
2021-09-30 $423k 2.6k 163.51
2021-06-30 $402k 2.6k 155.39
2021-03-31 $379k 2.5k 152.39
2020-12-31 $316k 2.5k 127.06
2020-09-30 $233k 2.4k 96.40
2020-06-30 $207k 2.2k 94.09
2019-12-31 $391k 2.8k 139.49
2019-09-30 $330k 2.8k 117.73
2019-06-30 $313k 2.8k 111.67
2019-03-31 $284k 2.8k 101.32
2018-12-31 $274k 2.8k 97.75
2018-09-30 $219k 1.9k 112.89
2018-06-30 $229k 2.2k 104.09
2018-03-31 $255k 2.3k 109.91
2017-12-31 $227k 2.1k 107.08
2017-09-30 $202k 2.1k 95.28
2016-03-31 $96k 1.6k 59.26
2015-09-30 $99k 1.6k 61.11
2015-06-30 $110k 1.6k 67.90
2015-03-31 $98k 1.6k 60.49
2014-12-31 $101k 1.6k 62.35
2014-06-30 $86k 1.5k 57.33
2014-03-31 $91k 1.5k 60.67
2013-12-31 $88k 1.5k 58.67

More positions owned by Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr U.s. Fin Svc Etf (IYG)
Bank of America Corporation (BAC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Holt Capital Advisors, L.L.C. dba Holt Capital Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.