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Horizon Investment Services’s JPMorgan Chase JPM Stock Holding History

Horizon Investment 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
Q1 		$557K Buy
1,894
+1
+0.1% +$303 0.19% 82
2025
Q4 		$610K Buy
1,893
+170
+10% +$52.6K 0.22% 75
2025
Q3 		$544K Buy
1,723
+297
+21% +$88.3K 0.21% 74
2025
Q2 		$414K Hold
1,426
– – 0.18% 77
2025
Q1 		$350K Sell
1,426
-25
-2% -$6.37K 0.17% 81
2024
Q4 		$348K Buy
1,451
+190
+15% +$44.3K 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% -$1.99K 0.12% 101
2023
Q4 		$216K Buy
+1,271
New +$193K 0.12% 105
2022
Q1 		– Sell
-31,125
Closed -$4.93M – 126
2021
Q4 		$4.93M Buy
31,125
+444
+1% +$72.9K 2.26% 10
2021
Q3 		$5.02M Sell
30,681
-667
-2% -$105K 2.47% 11
2021
Q2 		$4.88M Sell
31,348
-145
-0.5% -$22.8K 2.39% 12
2021
Q1 		$4.79M Buy
31,493
+1,279
+4% +$184K 2.58% 10
2020
Q4 		$3.84M Sell
30,214
-230
-0.8% -$25.7K 2.34% 11
2020
Q3 		$2.93M Buy
30,444
+37
+0.1% +$3.63K 1.95% 15
2020
Q2 		$2.86M Sell
30,407
-8
-0% -$759 1.99% 14
2020
Q1 		$2.74M Sell
30,415
-1,311
-4% -$159K 2.43% 12
2019
Q4 		$4.42M Sell
31,726
-4,218
-12% -$541K 2.92% 6
2019
Q3 		$4.23M Sell
35,944
-1,143
-3% -$129K 2.81% 8
2019
Q2 		$4.15M Sell
37,087
-2,202
-6% -$243K 2.82% 9
2019
Q1 		$3.98M Sell
39,289
-1,800
-4% -$185K 2.71% 11
2018
Q4 		$4.01M Sell
41,089
-5,299
-11% -$565K 3.16% 7
2018
Q3 		$5.23M Sell
46,388
-3,028
-6% -$344K 2.74% 5
2018
Q2 		$5.15M Sell
49,416
-2,784
-5% -$305K 2.56% 10
2018
Q1 		$5.74M Sell
52,200
-1,608
-3% -$182K 2.59% 9
2017
Q4 		$5.75M Sell
53,808
-953
-2% -$96.5K 2.38% 14
2017
Q3 		$5.23M Buy
54,761
+350
+0.6% +$32.3K 2.22% 16
2017
Q2 		$4.97M Buy
54,411
+8,384
+18% +$723K 2.22% 17
2017
Q1 		$4.04M Buy
46,027
+41,547
+927% +$3.67M 1.81% 21
2016
Q4 		$387K Hold
4,480
– – 0.18% 81
2016
Q3 		$298K Buy
4,480
+500
+13% +$32.6K 0.15% 89
2016
Q2 		$247K Buy
3,980
+348
+10% +$21.7K 0.12% 93
2016
Q1 		$215K Sell
3,632
-86,800
-96% -$5.07M 0.1% 101
2015
Q4 		$5.97M Buy
90,432
+5,125
+6% +$334K 2.56% 14
2015
Q3 		$5.2M Buy
85,307
+8,947
+12% +$586K 2.5% 15
2015
Q2 		$5.17M Buy
76,360
+72,506
+1,881% +$4.73M 2.07% 21
2015
Q1 		$233K Buy
3,854
+532
+16% +$31.5K 0.1% 125
2014
Q4 		$208K Sell
3,322
-140
-4% -$8.43K 0.1% 128
2014
Q3 		$209K Buy
+3,462
New +$202K 0.11% 120
2014
Q2 		– Sell
-64,796
Closed -$3.63M – 129
2014
Q1 		$3.63M Buy
64,796
+7,860
+14% +$454K 1.98% 18
2013
Q4 		$3.33M Buy
56,936
+2,956
+5% +$162K 2.01% 16
2013
Q3 		$2.79M Buy
53,980
+4,556
+9% +$244K 1.9% 20
2013
Q2 		$2.61M Buy
+49,424
New +$2.51M 2.07% 18

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 Investment Services's JPM Position: Q1 2026 in Review

Horizon Investment Services increased its JPMorgan Chase (JPM) stake by 0.05% in Q1 2026, buying an estimated $303 and bringing the position to 1,894 shares worth $557K. The position accounts for 0.19% of the portfolio, ranked #82.

Horizon Investment Services first reported a position in JPM in Q2 2013 and has held it in 44 quarters since. The position peaked at $5.97M in Q4 2015. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Horizon Investment Services held 1,894 shares of JPMorgan Chase worth $557K as of Q1 2026.
  • Horizon Investment Services bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.19% of Horizon Investment Services's portfolio in Q1 2026, its #82 holding.
  • Horizon Investment Services first reported a position in JPMorgan Chase in Q2 2013 and has held it in 44 quarters since.
  • Horizon Investment Services's JPMorgan Chase position peaked at $5.97M in Q4 2015.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.