Horan Securities’s JPMorgan Chase JPM Stock Holding History

Horan Securities’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Buy	5,567 +735	+15%	+$213K	0.57%	15
2025 Q1	$1.19M	Sell	4,832 -346	-7%	-$84.9K	0.45%	15
2024 Q4	$1.24M	Sell	5,178 -128	-2%	-$30.7K	0.47%	12
2024 Q3	$1.12M	Buy	5,306 +69	+1%	+$14.5K	0.43%	15
2024 Q2	$1.06M	Buy	5,237 +12	+0.2%	+$2.43K	0.46%	15
2024 Q1	$1.05M	Sell	5,225 -13	-0.2%	-$2.6K	0.49%	13
2023 Q4	$891K	Buy	5,238 +11	+0.2%	+$1.87K	0.45%	18
2023 Q3	$758K	Sell	5,227 -38	-0.7%	-$5.51K	0.4%	22
2023 Q2	$766K	Buy	5,265 +1,568	+42%	+$228K	0.32%	27
2023 Q1	$482K	Buy	3,697 +149	+4%	+$19.4K	0.25%	42
2022 Q4	$476K	Buy	3,548 +169	+5%	+$22.7K	0.27%	35
2022 Q3	$353K	Buy	3,379 +321	+10%	+$33.5K	0.22%	44
2022 Q2	$345K	Buy	3,058 +244	+9%	+$27.5K	0.21%	44
2022 Q1	$384K	Buy	2,814 +289	+11%	+$39.4K	0.23%	34
2021 Q4	$400K	Buy	+2,525	New	+$400K	0.24%	33
2021 Q2	$291K	Buy	1,870 +649	+53%	+$101K	0.21%	38
2021 Q1	$186K	Buy	1,221 +473	+63%	+$72.1K	0.16%	50
2020 Q4	$95K	Buy	748 +192	+35%	+$24.4K	0.08%	83
2020 Q3	$54K	Sell	556 -21	-4%	-$2.04K	0.05%	94
2020 Q2	$54K	Buy	577 +75	+15%	+$7.02K	0.06%	69
2020 Q1	$45K	Buy	+502	New	+$45K	0.06%	71
2019 Q4	–	Sell	-604	Closed	-$71K	–	141
2019 Q3	$71K	Sell	604 -61	-9%	-$7.17K	0.08%	63
2019 Q2	$74K	Buy	665 +64	+11%	+$7.12K	0.08%	55
2019 Q1	$61K	Buy	601 +2	+0.3%	+$203	0.06%	56
2018 Q4	$60K	Buy	599 +2	+0.3%	+$200	0.07%	52
2018 Q3	$64K	Buy	597 +1	+0.2%	+$107	0.06%	46
2018 Q2	$66K	Buy	596 +1	+0.2%	+$111	0.06%	44
2018 Q1	$66K	Buy	595 +1	+0.2%	+$111	0.06%	46
2017 Q4	$67K	Buy	594 +1	+0.2%	+$113	0.06%	48
2017 Q3	$57K	Buy	593 +1	+0.2%	+$96	0.06%	49
2017 Q2	$55K	Buy	592 +2	+0.3%	+$186	0.06%	46
2017 Q1	$50K	Buy	+590	New	+$50K	0.06%	49
2016 Q4	–	Sell	-483	Closed	-$33K	–	95
2016 Q3	$33K	Buy	+483	New	+$33K	0.05%	46