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 Q2	$11.8M	Buy	35,981 +529	+1%	+$164K	1.47%	14
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HORAN Wealth's JPM Position: Q2 2026 in Review

HORAN Wealth increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $164K and bringing the position to 35,981 shares worth $11.8M. The position accounts for 1.47% of the portfolio, ranked #14.

HORAN Wealth first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

HORAN Wealth held 35,981 shares of JPMorgan Chase worth $11.8M as of Q2 2026.
HORAN Wealth bought 529 JPMorgan Chase shares in Q2 2026, an estimated $164K.
JPMorgan Chase made up 1.47% of HORAN Wealth's portfolio in Q2 2026, its #14 holding.
HORAN Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HORAN Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.