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
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)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core High Dv Etf (HDV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Div Grwth (DGRO)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

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

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.