Horizon Investments’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 | $29.3M | Buy |
101,704
+79,597
| +360% | +$23M | 0.46% | 31 |
|
|
2025
Q1 | $5.39M | Buy |
22,107
+14
| +0.1% | +$3.41K | 0.16% | 74 |
|
|
2024
Q4 | $5.27M | Buy |
22,093
+899
| +4% | +$214K | 0.15% | 78 |
|
|
2024
Q3 | $4.44M | Sell |
21,194
-696
| -3% | -$146K | 0.12% | 85 |
|
|
2024
Q2 | $4.4M | Sell |
21,890
-43,849
| -67% | -$8.82M | 0.12% | 81 |
|
|
2024
Q1 | $13.1M | Buy |
65,739
+1,620
| +3% | +$323K | 0.34% | 40 |
|
|
2023
Q4 | $10.8M | Sell |
64,119
-13,222
| -17% | -$2.24M | 0.3% | 47 |
|
|
2023
Q3 | $11.1M | Sell |
77,341
-717
| -0.9% | -$103K | 0.34% | 39 |
|
|
2023
Q2 | $11.3M | Sell |
78,058
-12,024
| -13% | -$1.74M | 0.32% | 41 |
|
|
2023
Q1 | $11.6M | Sell |
90,082
-14,584
| -14% | -$1.89M | 0.34% | 37 |
|
|
2022
Q4 | $13.9M | Buy |
104,666
+56,490
| +117% | +$7.52M | 0.39% | 35 |
|
|
2022
Q3 | $4.99M | Buy |
48,176
+21,477
| +80% | +$2.22M | 0.15% | 62 |
|
|
2022
Q2 | $2.98M | Sell |
26,699
-10,395
| -28% | -$1.16M | 0.09% | 84 |
|
|
2022
Q1 | $5.02M | Buy |
37,094
+5,586
| +18% | +$756K | 0.14% | 75 |
|
|
2021
Q4 | $4.96M | Buy |
31,508
+2,432
| +8% | +$383K | 0.15% | 75 |
|
|
2021
Q3 | $4.73M | Sell |
29,076
-5,837
| -17% | -$950K | 0.12% | 78 |
|
|
2021
Q2 | $5.4M | Buy |
34,913
+9,265
| +36% | +$1.43M | 0.16% | 69 |
|
|
2021
Q1 | $3.9M | Buy |
+25,648
| New | +$3.9M | 0.14% | 64 |
|
|
2020
Q4 | – | Sell |
-51,013
| Closed | -$4.87M | – | 250 |
|
|
2020
Q3 | $4.87M | Sell |
51,013
-20,431
| -29% | -$1.95M | 0.17% | 67 |
|
|
2020
Q2 | $6.66M | Buy |
71,444
+42,471
| +147% | +$3.96M | 0.16% | 67 |
|
|
2020
Q1 | $2.58M | Sell |
28,973
-36,108
| -55% | -$3.22M | 0.13% | 57 |
|
|
2019
Q4 | $9.07M | Buy |
65,081
+13,292
| +26% | +$1.85M | 0.4% | 37 |
|
|
2019
Q3 | $6.05M | Buy |
51,789
+38,677
| +295% | +$4.52M | 0.24% | 41 |
|
|
2019
Q2 | $1.47M | Buy |
13,112
+1,243
| +10% | +$139K | 0.04% | 92 |
|
|
2019
Q1 | $1.19M | Buy |
11,869
+7,024
| +145% | +$705K | 0.04% | 158 |
|
|
2018
Q4 | $473K | Buy |
4,845
+2,654
| +121% | +$259K | 0.02% | 169 |
|
|
2018
Q3 | $246K | Buy |
+2,191
| New | +$246K | 0.01% | 228 |
|
|
2018
Q2 | – | Sell |
-2,549
| Closed | -$280K | – | 258 |
|
|
2018
Q1 | $280K | Buy |
+2,549
| New | +$280K | 0.01% | 165 |
|
|
2017
Q1 | – | Sell |
-7,037
| Closed | -$607K | – | 180 |
|
|
2016
Q4 | $607K | Buy |
7,037
+3,015
| +75% | +$260K | 0.04% | 95 |
|
|
2016
Q3 | $268K | Buy |
+4,022
| New | +$268K | 0.02% | 92 |
|
|
2016
Q1 | – | Sell |
-7,534
| Closed | -$497K | – | 109 |
|
|
2015
Q4 | $497K | Buy |
+7,534
| New | +$497K | 0.04% | 58 |
|