Horizon Investment Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
1,426
| – | – | 0.18% | 77 |
|
|
2025
Q1 | $350K | Sell |
1,426
-25
| -2% | -$6.13K | 0.17% | 81 |
|
|
2024
Q4 | $348K | Buy |
1,451
+190
| +15% | +$45.6K | 0.15% | 95 |
|
|
2024
Q3 | $266K | Buy |
1,261
+1
| +0.1% | +$211 | 0.11% | 105 |
|
|
2024
Q2 | $255K | Hold |
1,260
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $253K | Sell |
1,260
-11
| -0.9% | -$2.21K | 0.12% | 101 |
|
|
2023
Q4 | $216K | Buy |
+1,271
| New | +$216K | 0.12% | 105 |
|
|
2022
Q1 | – | Sell |
-31,125
| Closed | -$4.93M | – | 126 |
|
|
2021
Q4 | $4.93M | Buy |
31,125
+444
| +1% | +$70.3K | 2.26% | 10 |
|
|
2021
Q3 | $5.02M | Sell |
30,681
-667
| -2% | -$109K | 2.47% | 11 |
|
|
2021
Q2 | $4.88M | Sell |
31,348
-145
| -0.5% | -$22.6K | 2.39% | 12 |
|
|
2021
Q1 | $4.79M | Buy |
31,493
+1,279
| +4% | +$195K | 2.58% | 10 |
|
|
2020
Q4 | $3.84M | Sell |
30,214
-230
| -0.8% | -$29.2K | 2.34% | 11 |
|
|
2020
Q3 | $2.93M | Buy |
30,444
+37
| +0.1% | +$3.56K | 1.95% | 15 |
|
|
2020
Q2 | $2.86M | Sell |
30,407
-8
| -0% | -$752 | 1.99% | 14 |
|
|
2020
Q1 | $2.74M | Sell |
30,415
-1,311
| -4% | -$118K | 2.43% | 12 |
|
|
2019
Q4 | $4.42M | Sell |
31,726
-4,218
| -12% | -$588K | 2.92% | 6 |
|
|
2019
Q3 | $4.23M | Sell |
35,944
-1,143
| -3% | -$135K | 2.81% | 8 |
|
|
2019
Q2 | $4.15M | Sell |
37,087
-2,202
| -6% | -$246K | 2.82% | 9 |
|
|
2019
Q1 | $3.98M | Sell |
39,289
-1,800
| -4% | -$182K | 2.71% | 11 |
|
|
2018
Q4 | $4.01M | Sell |
41,089
-5,299
| -11% | -$517K | 3.16% | 7 |
|
|
2018
Q3 | $5.23M | Sell |
46,388
-3,028
| -6% | -$342K | 2.74% | 5 |
|
|
2018
Q2 | $5.15M | Sell |
49,416
-2,784
| -5% | -$290K | 2.56% | 10 |
|
|
2018
Q1 | $5.74M | Sell |
52,200
-1,608
| -3% | -$177K | 2.59% | 9 |
|
|
2017
Q4 | $5.75M | Sell |
53,808
-953
| -2% | -$102K | 2.38% | 14 |
|
|
2017
Q3 | $5.23M | Buy |
54,761
+350
| +0.6% | +$33.4K | 2.22% | 16 |
|
|
2017
Q2 | $4.97M | Buy |
54,411
+8,384
| +18% | +$766K | 2.22% | 17 |
|
|
2017
Q1 | $4.04M | Buy |
46,027
+41,547
| +927% | +$3.65M | 1.81% | 21 |
|
|
2016
Q4 | $387K | Hold |
4,480
| – | – | 0.18% | 81 |
|
|
2016
Q3 | $298K | Buy |
4,480
+500
| +13% | +$33.3K | 0.15% | 89 |
|
|
2016
Q2 | $247K | Buy |
3,980
+348
| +10% | +$21.6K | 0.12% | 93 |
|
|
2016
Q1 | $215K | Sell |
3,632
-86,800
| -96% | -$5.14M | 0.1% | 101 |
|
|
2015
Q4 | $5.97M | Buy |
90,432
+5,125
| +6% | +$338K | 2.56% | 14 |
|
|
2015
Q3 | $5.2M | Buy |
85,307
+8,947
| +12% | +$545K | 2.5% | 15 |
|
|
2015
Q2 | $5.17M | Buy |
76,360
+72,506
| +1,881% | +$4.91M | 2.07% | 21 |
|
|
2015
Q1 | $233K | Buy |
3,854
+532
| +16% | +$32.2K | 0.1% | 125 |
|
|
2014
Q4 | $208K | Sell |
3,322
-140
| -4% | -$8.77K | 0.1% | 128 |
|
|
2014
Q3 | $209K | Buy |
+3,462
| New | +$209K | 0.11% | 120 |
|
|
2014
Q2 | – | Sell |
-64,796
| Closed | -$3.63M | – | 129 |
|
|
2014
Q1 | $3.63M | Buy |
64,796
+7,860
| +14% | +$440K | 1.98% | 18 |
|
|
2013
Q4 | $3.33M | Buy |
56,936
+2,956
| +5% | +$173K | 2.01% | 16 |
|
|
2013
Q3 | $2.79M | Buy |
53,980
+4,556
| +9% | +$235K | 1.9% | 20 |
|
|
2013
Q2 | $2.61M | Buy |
+49,424
| New | +$2.61M | 2.07% | 18 |
|