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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
Q2 		$1.76M Buy
5,376
+15
+0.3% +$4.66K 0.22% 47
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 $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 $3.37T AUM 44.26% 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 Wealth Management's JPM Position: Q2 2026 in Review

Horizon Wealth Management increased its JPMorgan Chase (JPM) stake by 0.28% in Q2 2026, buying an estimated $4.66K and bringing the position to 5,376 shares worth $1.76M. The position accounts for 0.22% of the portfolio, ranked #47.

Horizon Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Horizon Wealth Management held 5,376 shares of JPMorgan Chase worth $1.76M as of Q2 2026.
  • Horizon Wealth Management bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.22% of Horizon Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Horizon Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.