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Horizon Family Wealth’s JPMorgan Chase JPM Stock Holding History

Horizon Family 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 		$1.32M Buy
4,024
+2,042
+103% +$634K 0.6% 38
2026
Q1 		$583K Buy
1,982
+8
+0.4% +$2.43K 0.31% 53
2025
Q4 		$636K Buy
1,974
+9
+0.5% +$2.79K 0.34% 51
2025
Q3 		$620K Buy
1,965
+10
+0.5% +$2.97K 0.36% 45
2025
Q2 		$567K Buy
1,955
+11
+0.6% +$2.81K 0.35% 44
2025
Q1 		$477K Sell
1,944
-33
-2% -$8.41K 0.32% 44
2024
Q4 		$474K Sell
1,977
-18
-0.9% -$4.19K 0.31% 45
2024
Q3 		$421K Buy
1,995
+10
+0.5% +$2.11K 0.3% 45
2024
Q2 		$401K Buy
1,985
+12
+0.6% +$2.35K 0.31% 44
2024
Q1 		$395K Buy
1,973
+4
+0.2% +$722 0.3% 45
2023
Q4 		$335K Buy
1,969
+14
+0.7% +$2.12K 0.28% 47
2023
Q3 		$284K Buy
1,955
+12
+0.6% +$1.8K 0.27% 47
2023
Q2 		$283K Sell
1,943
-126
-6% -$17.3K 0.27% 48
2023
Q1 		$270K Sell
2,069
-1,545
-43% -$212K 0.29% 45
2022
Q4 		$485K Sell
3,614
-467
-11% -$59.2K 0.56% 30
2022
Q3 		$427K Sell
4,081
-15
-0.4% -$1.72K 0.52% 35
2022
Q2 		$461K Sell
4,096
-115
-3% -$14.2K 0.54% 34
2022
Q1 		$574K Buy
4,211
+1,924
+84% +$284K 0.57% 35
2021
Q4 		$362K Buy
+2,287
New +$376K 0.37% 36

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Horizon Family Wealth's JPM Position: Q2 2026 in Review

Horizon Family Wealth increased its JPMorgan Chase (JPM) stake by 103% in Q2 2026, buying an estimated $634K and bringing the position to 4,024 shares worth $1.32M. The position accounts for 0.6% of the portfolio, ranked #38.

Horizon Family Wealth first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Horizon Family Wealth held 4,024 shares of JPMorgan Chase worth $1.32M as of Q2 2026.
  • Horizon Family Wealth bought 2,042 JPMorgan Chase shares in Q2 2026, an estimated $634K.
  • JPMorgan Chase made up 0.6% of Horizon Family Wealth's portfolio in Q2 2026, its #38 holding.
  • Horizon Family Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.