Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. Jpmorgan Chase & CO Transaction History
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
- $649 Million
- Q1 2025
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 2,712 shares of JPM stock, worth $710,408. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,712
Previous 2,612
3.83%
Holding current value
$710,408
Previous $626,000
6.23%
% of portfolio
0.1%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding JPM
# of Institutions
5,187Shares Held
1.99BCall Options Held
24MPut Options Held
26.3M-
Vanguard Group Inc Valley Forge, PA273MShares$71.5 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY199MShares$52 Billion0.92% of portfolio
-
State Street Corp Boston, MA128MShares$33.4 Billion1.32% of portfolio
-
Morgan Stanley New York, NY69.4MShares$18.2 Billion1.25% of portfolio
-
Geode Capital Management, LLC Boston, MA60.8MShares$15.9 Billion1.2% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $768B
- 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 ...