A detailed history of Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. holds 2,612 shares of JPM stock, worth $652,451. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,612
Previous 2,612 -0.0%
Holding current value
$652,451
Previous $528,000 4.17%
% of portfolio
0.08%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$180.08 - $204.79 $6,843 - $7,782
-38 Reduced 1.43%
2,612 $528,000
Q1 2024

May 15, 2024

BUY
$167.09 - $200.3 $6,349 - $7,611
38 Added 1.45%
2,650 $530,000
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $15,933 - $18,180
125 Added 5.03%
2,612 $379,000
Q1 2022

May 16, 2022

SELL
$128.3 - $168.44 $12,830 - $16,844
-100 Reduced 3.87%
2,487 $339,000
Q2 2021

Aug 16, 2021

BUY
$147.37 - $166.44 $14,737 - $16,644
100 Added 4.02%
2,587 $402,000
Q4 2020

Feb 16, 2021

BUY
$96.54 - $127.07 $6,757 - $8,894
70 Added 2.9%
2,487 $316,000
Q3 2020

Nov 16, 2020

BUY
$91.28 - $103.82 $19,807 - $22,528
217 Added 9.86%
2,417 $233,000
Q2 2020

Aug 14, 2020

BUY
$84.03 - $113.45 $184,866 - $249,590
2,200 New
2,200 $207,000
Q1 2020

May 15, 2020

SELL
$79.03 - $141.09 $221,521 - $395,475
-2,803 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$92.14 - $115.32 $79,516 - $99,521
863 Added 44.48%
2,803 $274,000
Q3 2018

Nov 14, 2018

SELL
$103.61 - $118.63 $26,938 - $30,843
-260 Reduced 11.82%
1,940 $219,000
Q2 2018

Aug 14, 2018

SELL
$103.24 - $114.29 $12,388 - $13,714
-120 Reduced 5.17%
2,200 $229,000
Q1 2018

May 15, 2018

BUY
$107.01 - $118.77 $21,402 - $23,754
200 Added 9.43%
2,320 $255,000
Q3 2017

Nov 09, 2017

BUY
$88.42 - $95.51 $187,450 - $202,481
2,120
2,120 $202,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $733B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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