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Horizon Investments’s JPMorgan Chase JPM Stock Holding History

Horizon Investments’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 		$38.4M Buy
131,354
+6,219
+5% +$1.89M 0.43% 39
2025
Q4 		$40.1M Sell
125,135
-3,903
-3% -$1.21M 0.51% 30
2025
Q3 		$40.5M Buy
129,038
+27,334
+27% +$8.13M 0.53% 25
2025
Q2 		$29.3M Buy
101,704
+79,597
+360% +$20.3M 0.46% 31
2025
Q1 		$5.39M Buy
22,107
+14
+0.1% +$3.57K 0.16% 74
2024
Q4 		$5.27M Buy
22,093
+899
+4% +$209K 0.15% 78
2024
Q3 		$4.44M Sell
21,194
-696
-3% -$147K 0.12% 85
2024
Q2 		$4.4M Sell
21,890
-43,849
-67% -$8.57M 0.12% 81
2024
Q1 		$13.1M Buy
65,739
+1,620
+3% +$292K 0.34% 40
2023
Q4 		$10.8M Sell
64,119
-13,222
-17% -$2M 0.3% 47
2023
Q3 		$11.1M Sell
77,341
-717
-0.9% -$107K 0.34% 39
2023
Q2 		$11.3M Sell
78,058
-12,024
-13% -$1.65M 0.32% 41
2023
Q1 		$11.6M Sell
90,082
-14,584
-14% -$2M 0.34% 37
2022
Q4 		$13.9M Buy
104,666
+56,490
+117% +$7.16M 0.39% 37
2022
Q3 		$4.99M Buy
48,176
+21,477
+80% +$2.46M 0.15% 63
2022
Q2 		$2.98M Sell
26,699
-10,395
-28% -$1.29M 0.09% 86
2022
Q1 		$5.02M Buy
37,094
+5,586
+18% +$825K 0.14% 76
2021
Q4 		$4.96M Buy
31,508
+2,432
+8% +$399K 0.15% 77
2021
Q3 		$4.73M Sell
29,076
-5,837
-17% -$915K 0.12% 84
2021
Q2 		$5.4M Buy
34,913
+9,265
+36% +$1.46M 0.16% 69
2021
Q1 		$3.9M Buy
+25,648
New +$3.69M 0.14% 64
2020
Q4 		– Sell
-51,013
Closed -$4.87M – 250
2020
Q3 		$4.87M Sell
51,013
-20,431
-29% -$2.01M 0.17% 67
2020
Q2 		$6.66M Buy
71,444
+42,471
+147% +$4.03M 0.16% 67
2020
Q1 		$2.58M Sell
28,973
-36,108
-55% -$4.39M 0.13% 60
2019
Q4 		$9.07M Buy
65,081
+13,292
+26% +$1.7M 0.4% 37
2019
Q3 		$6.05M Buy
51,789
+38,677
+295% +$4.37M 0.24% 42
2019
Q2 		$1.47M Buy
13,112
+1,243
+10% +$137K 0.04% 102
2019
Q1 		$1.19M Buy
11,869
+7,024
+145% +$724K 0.04% 166
2018
Q4 		$473K Buy
4,845
+2,654
+121% +$283K 0.02% 169
2018
Q3 		$246K Buy
+2,191
New +$249K 0.01% 238
2018
Q2 		– Sell
-2,549
Closed -$280K – 263
2018
Q1 		$280K Buy
+2,549
New +$289K 0.01% 173
2017
Q1 		– Sell
-7,037
Closed -$607K – 181
2016
Q4 		$607K Buy
7,037
+3,015
+75% +$230K 0.04% 97
2016
Q3 		$268K Buy
+4,022
New +$262K 0.02% 93
2016
Q1 		– Sell
-7,534
Closed -$497K – 110
2015
Q4 		$497K Buy
+7,534
New +$491K 0.04% 58

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Investments's JPM Position: Q1 2026 in Review

Horizon Investments increased its JPMorgan Chase (JPM) stake by 5% in Q1 2026, buying an estimated $1.89M and bringing the position to 131,354 shares worth $38.4M. The position accounts for 0.43% of the portfolio, ranked #39.

Horizon Investments first reported a position in JPM in Q4 2015 and has held it in 34 quarters since. The position peaked at $40.5M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Horizon Investments held 131,354 shares of JPMorgan Chase worth $38.4M as of Q1 2026.
  • Horizon Investments bought 6,219 JPMorgan Chase shares in Q1 2026, an estimated $1.89M.
  • JPMorgan Chase made up 0.43% of Horizon Investments's portfolio in Q1 2026, its #39 holding.
  • Horizon Investments first reported a position in JPMorgan Chase in Q4 2015 and has held it in 34 quarters since.
  • Horizon Investments's JPMorgan Chase position peaked at $40.5M in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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