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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
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 $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 Kinetics Asset Management's JPM Position: Q1 2026 in Review

Horizon Kinetics Asset Management reduced its JPMorgan Chase (JPM) stake by 24% in Q1 2026, selling an estimated $137K and leaving 1,438 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Horizon Kinetics Asset Management first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.35M in Q4 2019. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Horizon Kinetics Asset Management held 1,438 shares of JPMorgan Chase worth $423K as of Q1 2026.
  • Horizon Kinetics Asset Management sold 453 JPMorgan Chase shares in Q1 2026, an estimated $137K.
  • JPMorgan Chase made up ﹤0.01% of Horizon Kinetics Asset Management's portfolio in Q1 2026, its #239 holding.
  • Horizon Kinetics Asset Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Horizon Kinetics Asset Management's JPMorgan Chase position peaked at $1.35M in Q4 2019.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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