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HORAN Wealth’s JPMorgan Chase JPM Stock Holding History

HORAN Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.6M Sell
35,452
-45
-0.1% -$13.7K 1.01% 19
2025
Q4 		$11.4M Buy
35,497
+137
+0.4% +$42.4K 1.76% 12
2025
Q3 		$11.2M Buy
35,360
+4,646
+15% +$1.38M 1.76% 13
2025
Q2 		$8.9M Buy
+30,714
New +$7.84M 2.73% 10

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HORAN Wealth's JPM Position: Q1 2026 in Review

HORAN Wealth reduced its JPMorgan Chase (JPM) stake by 0.13% in Q1 2026, selling an estimated $13.7K and leaving 35,452 shares worth $10.6M. The position accounts for 1.01% of the portfolio, ranked #19.

HORAN Wealth first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.4M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • HORAN Wealth held 35,452 shares of JPMorgan Chase worth $10.6M as of Q1 2026.
  • HORAN Wealth sold 45 JPMorgan Chase shares in Q1 2026, an estimated $13.7K.
  • JPMorgan Chase made up 1.01% of HORAN Wealth's portfolio in Q1 2026, its #19 holding.
  • HORAN Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • HORAN Wealth's JPMorgan Chase position peaked at $11.4M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.