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Horizon Bancorp’s JPMorgan Chase JPM Stock Holding History

Horizon Bancorp’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 		$746K Sell
2,536
-173
-6% -$52.5K 0.36% 27
2025
Q4 		$873K Sell
2,709
-634
-19% -$196K 0.43% 26
2025
Q3 		$1.05M Sell
3,343
-447
-12% -$133K 0.5% 24
2025
Q2 		$1.1M Buy
3,790
+1,290
+52% +$329K 0.55% 24
2025
Q1 		$613K Sell
2,500
-261
-9% -$66.5K 0.35% 27
2024
Q4 		$662K Buy
2,761
+49
+2% +$11.4K 0.31% 26
2024
Q3 		$572K Sell
2,712
-106
-4% -$22.3K 0.26% 26
2024
Q2 		$570K Buy
2,818
+464
+20% +$90.7K 0.27% 23
2024
Q1 		$472K Buy
2,354
+66
+3% +$11.9K 0.22% 31
2023
Q4 		$389K Buy
2,288
+68
+3% +$10.3K 0.19% 31
2023
Q3 		$323K Buy
2,220
+1,145
+107% +$172K 0.21% 27
2023
Q2 		$156K Buy
1,075
+1,055
+5,275% +$145K 0.1% 46
2023
Q1 		$3K Sell
20
-1,850
-99% -$253K ﹤0.01% 166
2022
Q4 		$251K Buy
+1,870
New +$237K 0.14% 37
2020
Q3 		$181K Sell
1,880
-512
-21% -$50.3K 0.26% 113
2020
Q2 		$225K Hold
2,392
– – 0.24% 80
2020
Q1 		$215K Sell
2,392
-1,500
-39% -$182K 0.33% 82
2019
Q4 		$543K Buy
+3,892
New +$499K 0.51% 50

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

Horizon Bancorp's JPM Position: Q1 2026 in Review

Horizon Bancorp reduced its JPMorgan Chase (JPM) stake by 6.4% in Q1 2026, selling an estimated $52.5K and leaving 2,536 shares worth $746K. The position accounts for 0.36% of the portfolio, ranked #27.

Horizon Bancorp first reported a position in JPM in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.1M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Horizon Bancorp held 2,536 shares of JPMorgan Chase worth $746K as of Q1 2026.
  • Horizon Bancorp sold 173 JPMorgan Chase shares in Q1 2026, an estimated $52.5K.
  • JPMorgan Chase made up 0.36% of Horizon Bancorp's portfolio in Q1 2026, its #27 holding.
  • Horizon Bancorp first reported a position in JPMorgan Chase in Q4 2019 and has held it in 18 quarters since.
  • Horizon Bancorp's JPMorgan Chase position peaked at $1.1M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Horizon Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.