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Horizon Financial Services’s JPMorgan Chase JPM Stock Holding History

Horizon Financial Services’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 		$552K Buy
1,687
+1,421
+534% +$441K 0.21% 50
2026
Q1 		$78.4K Buy
266
+32
+14% +$9.71K 0.03% 94
2025
Q4 		$75.5K Hold
234
– – 0.03% 90
2025
Q3 		$73.9K Buy
234
+24
+11% +$7.14K 0.04% 86
2025
Q2 		$60.9K Buy
210
+7
+3% +$1.79K 0.03% 79
2025
Q1 		$49.8K Sell
203
-9
-4% -$2.29K 0.03% 76
2024
Q4 		$50.8K Sell
212
-272
-56% -$63.4K 0.03% 79
2024
Q3 		$102K Hold
484
– – 0.06% 64
2024
Q2 		$97.9K Hold
484
– – 0.06% 64
2024
Q1 		$96.9K Buy
+484
New +$87.3K 0.06% 62
2022
Q1 		– Sell
-417
Closed -$66.1K – 86
2021
Q4 		$66.1K Buy
417
+2
+0.5% +$328 0.04% 70
2021
Q3 		$68K Buy
415
+400
+2,667% +$62.7K 0.04% 81
2021
Q2 		$2K Hold
15
– – ﹤0.01% 120
2021
Q1 		$2K Hold
15
– – ﹤0.01% 100
2020
Q4 		$2K Hold
15
– – ﹤0.01% 82
2020
Q3 		$1K Buy
+15
New +$1.47K ﹤0.01% 90

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Horizon Financial Services's JPM Position: Q2 2026 in Review

Horizon Financial Services increased its JPMorgan Chase (JPM) stake by 534% in Q2 2026, buying an estimated $441K and bringing the position to 1,687 shares worth $552K. The position accounts for 0.21% of the portfolio, ranked #50.

Horizon Financial Services first reported a position in JPM in Q3 2020 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Horizon Financial Services held 1,687 shares of JPMorgan Chase worth $552K as of Q2 2026.
  • Horizon Financial Services bought 1,421 JPMorgan Chase shares in Q2 2026, an estimated $441K.
  • JPMorgan Chase made up 0.21% of Horizon Financial Services's portfolio in Q2 2026, its #50 holding.
  • Horizon Financial Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 16 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.