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Horizon Kinetics Asset Management’s JPMorgan Chase JPM Stock Holding History

Horizon Kinetics Asset Management’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 		$293K Sell
896
-542
-38% -$168K ﹤0.01% 261
2026
Q1 		$423K Sell
1,438
-453
-24% -$137K ﹤0.01% 239
2025
Q4 		$609K Sell
1,891
-134
-7% -$41.5K 0.01% 203
2025
Q3 		$639K Sell
2,025
-380
-16% -$113K 0.01% 211
2025
Q2 		$697K Sell
2,405
-510
-17% -$130K 0.01% 213
2025
Q1 		$715K Sell
2,915
-830
-22% -$212K 0.01% 208
2024
Q4 		$898K Sell
3,745
-322
-8% -$75K 0.01% 187
2024
Q3 		$858K Hold
4,067
– – 0.01% 194
2024
Q2 		$823K Sell
4,067
-392
-9% -$76.6K 0.01% 179
2024
Q1 		$893K Buy
4,459
+1,924
+76% +$347K 0.02% 171
2023
Q4 		$431K Sell
2,535
-308
-11% -$46.7K 0.01% 219
2023
Q3 		$412K Sell
2,843
-175
-6% -$26.2K 0.01% 225
2023
Q2 		$439K Buy
3,018
+257
+9% +$35.3K 0.01% 231
2023
Q1 		$360K Buy
2,761
+210
+8% +$28.8K 0.01% 244
2022
Q4 		$342K Hold
2,551
– – 0.01% 242
2022
Q3 		$267K Sell
2,551
-162
-6% -$18.6K 0.01% 269
2022
Q2 		$306K Buy
2,713
+37
+1% +$4.58K 0.01% 272
2022
Q1 		$365K Sell
2,676
-191
-7% -$28.2K 0.01% 271
2021
Q4 		$454K Sell
2,867
-7
-0.2% -$1.15K 0.01% 253
2021
Q3 		$470K Sell
2,874
-10
-0.3% -$1.57K 0.01% 244
2021
Q2 		$449K Buy
2,884
+997
+53% +$157K 0.01% 251
2021
Q1 		$287K Sell
1,887
-710
-27% -$102K 0.01% 294
2020
Q4 		$330K Sell
2,597
-4,408
-63% -$493K 0.01% 281
2020
Q3 		$674K Sell
7,005
-606
-8% -$59.5K 0.03% 207
2020
Q2 		$716K Sell
7,611
-1,239
-14% -$118K 0.03% 195
2020
Q1 		$797K Sell
8,850
-855
-9% -$104K 0.04% 162
2019
Q4 		$1.35M Sell
9,705
-30
-0.3% -$3.85K 0.04% 138
2019
Q3 		$1.15M Sell
9,735
-759
-7% -$85.8K 0.03% 151
2019
Q2 		$1.17M Sell
10,494
-74
-0.7% -$8.16K 0.03% 157
2019
Q1 		$1.07M Buy
+10,568
New +$1.09M 0.03% 165

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Horizon Kinetics Asset Management's JPM Position: Q2 2026 in Review

Horizon Kinetics Asset Management reduced its JPMorgan Chase (JPM) stake by 38% in Q2 2026, selling an estimated $168K and leaving 896 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Horizon Kinetics Asset Management first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.35M in Q4 2019. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Horizon Kinetics Asset Management held 896 shares of JPMorgan Chase worth $293K as of Q2 2026.
  • Horizon Kinetics Asset Management sold 542 JPMorgan Chase shares in Q2 2026, an estimated $168K.
  • JPMorgan Chase made up ﹤0.01% of Horizon Kinetics Asset Management's portfolio in Q2 2026, its #261 holding.
  • Horizon Kinetics Asset Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
  • Horizon Kinetics Asset Management's JPMorgan Chase position peaked at $1.35M in Q4 2019.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.