Horizons Wealth Management’s JPMorgan Chase JPM Stock Holding History

Horizons 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	$36.8K	Hold	125	–	–	0.02%	111
2025 Q4	$40.3K	Hold	125	–	–	0.03%	108
2025 Q3	$39.4K	Sell	125 -60	-32%	-$17.8K	0.03%	108
2025 Q2	$53.6K	Sell	185 -15	-8%	-$3.83K	0.04%	99
2025 Q1	$49.1K	Sell	200 -25	-11%	-$6.37K	0.04%	99
2024 Q4	$53.9K	Sell	225 -53	-19%	-$12.3K	0.04%	93
2024 Q3	$58.6K	Hold	278	–	–	0.05%	93
2024 Q2	$58.3K	Hold	278	–	–	0.05%	94
2024 Q1	$47.3K	Hold	278	–	–	0.03%	96
2023 Q4	$47.3K	Hold	278	–	–	0.03%	96
2023 Q3	$40.3K	Sell	278 -70	-20%	-$10.5K	0.03%	98
2023 Q2	$50.6K	Buy	348 +30	+9%	+$4.13K	0.04%	92
2023 Q1	$41.4K	Hold	318	–	–	0.03%	91
2022 Q4	$43K	Hold	318	–	–	0.03%	95
2022 Q3	$33K	Hold	318	–	–	0.03%	96
2022 Q2	$39K	Buy	+318	New	+$39.4K	0.03%	95

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Horizons Wealth Management's JPM Position: Q1 2026 in Review

Horizons Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 125 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #111.

Horizons Wealth Management first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $58.6K in Q3 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Horizons Wealth Management held 125 shares of JPMorgan Chase worth $36.8K as of Q1 2026.
Horizons Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #111 holding.
Horizons Wealth Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's JPMorgan Chase position peaked at $58.6K in Q3 2024.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.