JPMorgan Chase & Co. shares owned by Holt-Smith Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Holt-Smith Advisors
from 13F filings
Historical chart of Holt-Smith Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Holt-Smith Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2013-03-31 | $967k | 20k | 47.47 |
| 2012-12-31 | $912k | 21k | 43.97 |
| 2012-09-30 | $381k | 9.4k | 40.47 |
| 2012-06-30 | $1.5M | 41k | 35.73 |
| 2012-03-31 | $1.9M | 41k | 45.99 |
| 2011-12-31 | $1.3M | 39k | 33.24 |
| 2011-09-30 | $1.2M | 40k | 30.11 |
| 2011-06-30 | $1.6M | 39k | 40.94 |
| 2011-03-31 | $1.6M | 34k | 46.11 |
| 2010-12-31 | $1.4M | 34k | 42.41 |