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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
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 $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 Family Wealth's JPM Position: Q1 2026 in Review

Horizon Family Wealth increased its JPMorgan Chase (JPM) stake by 0.41% in Q1 2026, buying an estimated $2.43K and bringing the position to 1,982 shares worth $583K. The position accounts for 0.31% of the portfolio, ranked #53.

Horizon Family Wealth first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $636K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Horizon Family Wealth held 1,982 shares of JPMorgan Chase worth $583K as of Q1 2026.
  • Horizon Family Wealth bought 8 JPMorgan Chase shares in Q1 2026, an estimated $2.43K.
  • JPMorgan Chase made up 0.31% of Horizon Family Wealth's portfolio in Q1 2026, its #53 holding.
  • Horizon Family Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Horizon Family Wealth's JPMorgan Chase position peaked at $636K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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