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
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)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core High Dv Etf (HDV)
Bank of America Corporation (BAC)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Texas Pacific Land Corp (TPL)

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

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.