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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
Q3 		$31.4K Buy
+95
New +$33.2K 0.02% 112
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Horizons Wealth Management's JPM Position: Q3 2026 in Review

Horizons Wealth Management opened a new position in JPMorgan Chase (JPM) in Q3 2026: 95 shares worth $31.4K. The stake represents 0.02% of the portfolio and ranks #112 among its holdings. This is a return to the name: Horizons Wealth Management previously reported a position in JPM as recently as Q1 2026.

Horizons Wealth Management first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. The position peaked at $58.6K in Q3 2024. 283 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Horizons Wealth Management held 95 shares of JPMorgan Chase worth $31.4K as of Q3 2026.
  • JPMorgan Chase was a new Horizons Wealth Management position in Q3 2026.
  • JPMorgan Chase made up 0.02% of Horizons Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Horizons Wealth Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • Horizons Wealth Management's JPMorgan Chase position peaked at $58.6K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Horizons Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.