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Horizon Wealth Management’s JPMorgan Chase JPM Stock Holding History

Horizon Wealth 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 		$1.58M Buy
5,361
+16
+0.3% +$4.86K 0.23% 46
2025
Q4 		$1.72M Buy
5,345
+107
+2% +$33.1K 0.27% 37
2025
Q3 		$1.65M Sell
5,238
-4
-0.1% -$1.19K 0.24% 39
2025
Q2 		$1.52M Sell
5,242
-182
-3% -$46.4K 0.27% 30
2025
Q1 		$1.33M Buy
5,424
+83
+2% +$21.2K 0.22% 28
2024
Q4 		$1.28M Sell
5,341
-127
-2% -$29.6K 0.22% 29
2024
Q3 		$1.15M Buy
5,468
+628
+13% +$132K 0.23% 33
2024
Q2 		$979K Sell
4,840
-188
-4% -$36.8K 0.23% 27
2024
Q1 		$1.01M Buy
5,028
+173
+4% +$31.2K 0.26% 29
2023
Q4 		$826K Buy
4,855
+64
+1% +$9.7K 0.23% 30
2023
Q3 		$695K Buy
4,791
+31
+0.7% +$4.65K 0.28% 28
2023
Q2 		$692K Buy
4,760
+14
+0.3% +$1.93K 0.27% 28
2023
Q1 		$618K Buy
4,746
+1,160
+32% +$159K 0.46% 29
2022
Q4 		$481K Sell
3,586
-33
-0.9% -$4.18K 0.39% 31
2022
Q3 		$378K Sell
3,619
-546
-13% -$62.7K 0.28% 34
2022
Q2 		$469K Buy
4,165
+67
+2% +$8.3K 0.19% 54
2022
Q1 		$559K Sell
4,098
-1,146
-22% -$169K 0.17% 50
2021
Q4 		$830K Buy
+5,244
New +$861K 0.24% 44

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 Wealth Management's JPM Position: Q1 2026 in Review

Horizon Wealth Management increased its JPMorgan Chase (JPM) stake by 0.3% in Q1 2026, buying an estimated $4.86K and bringing the position to 5,361 shares worth $1.58M. The position accounts for 0.23% of the portfolio, ranked #46.

Horizon Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.72M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Horizon Wealth Management held 5,361 shares of JPMorgan Chase worth $1.58M as of Q1 2026.
  • Horizon Wealth Management bought 16 JPMorgan Chase shares in Q1 2026, an estimated $4.86K.
  • JPMorgan Chase made up 0.23% of Horizon Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Horizon Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Horizon Wealth Management's JPMorgan Chase position peaked at $1.72M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.