Position in HTO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,070,110
-$169,513 QoQ
Shares Held
35,284
-22.8% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $398,830,992 across 13 Utilities - Regulated Water names. HTO ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,920,470 | $261,356,753 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
2,191,979 | $88,270,989 | |
| 3 | AWR |
American States Water Co
|
247,631 | $18,725,851 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
497,020 | $16,461,301 | |
| 5 | CWT |
California Water Service Group
|
151,087 | $6,850,281 | |
| 6 | HTO |
H2o America
This page
|
35,284 | $2,070,110 | |
| 7 | MSEX |
Middlesex Water Co
|
31,424 | $1,635,617 | |
| 8 | CDZI |
Cadiz Inc
|
273,622 | $1,343,482 |
All Filings in HTO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,070,110 | 35,284 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,239,623 | 45,716 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $10,555,577 | 216,747 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $7,717,906 | 148,507 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,440,236 | 117,759 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $7,564,471 | 153,687 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $3,860,069 | 66,427 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,348,495 | 80,201 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $13,439,103 | 237,482 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $7,480,022 | 114,461 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $5,698,186 | 94,796 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,871,431 | 83,746 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,340,442 | 70,149 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $5,081,191 | 62,584 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,138,225 | 37,122 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,177,920 | 34,897 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,477,741 | 35,610 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,543,962 | 62,076 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,387,174 | 66,412 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,408,933 | 101,247 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,827,953 | 124,273 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,811,848 | 69,375 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,058,952 | 33,831 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,862,739 | 29,991 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,879,603 | 32,536 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||