JP Morgan Chase
HRZN icon

JP Morgan Chase’s Horizon Technology Finance HRZN Stock Holding History

JP Morgan Chase’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Buy
+2,636
New +$11.4K ﹤0.01% 6858
2025
Q2 		– Sell
-1,453
Closed -$13.7K – 7334
2025
Q1 		$13.7K Buy
+1,453
New +$13.6K ﹤0.01% 6241
2024
Q4 		– Sell
-11,029
Closed -$117K – 7538
2024
Q3 		$117K Buy
+11,029
New +$126K ﹤0.01% 5632
2024
Q2 		– Sell
-500
Closed -$5.68K – 7537
2024
Q1 		$5.68K Buy
500
+206
+70% +$2.6K ﹤0.01% 6430
2023
Q4 		$3.87K Buy
+294
New +$3.6K ﹤0.01% 6601
2023
Q2 		– Sell
-45
Closed -$508 – 7088
2023
Q1 		$508 Sell
45
-1,755
-98% -$21K ﹤0.01% 6603
2022
Q4 		$21K Buy
+1,800
New +$21.6K ﹤0.01% 5866
2022
Q3 		– Sell
-3,969
Closed -$46K – 6624
2022
Q2 		$46K Buy
3,969
+1,841
+87% +$23.1K ﹤0.01% 5681
2022
Q1 		$30K Sell
2,128
-5,252
-71% -$79.2K ﹤0.01% 5965
2021
Q4 		$117K Buy
7,380
+7,377
+245,900% +$124K ﹤0.01% 5608
2021
Q3 		$0 Sell
3
-7
-70% -$119 ﹤0.01% 6627
2021
Q2 		$0 Buy
10
+2
+25% +$33 ﹤0.01% 6449
2021
Q1 		$0 Sell
8
-592
-99% -$8.23K ﹤0.01% 6184
2020
Q4 		$8K Buy
+600
New +$7.49K ﹤0.01% 5409
2020
Q1 		– Sell
-20,802
Closed -$269K – 5470
2019
Q4 		$269K Buy
20,802
+11,265
+118% +$139K ﹤0.01% 4556
2019
Q3 		$113K Buy
9,537
+9,337
+4,669% +$112K ﹤0.01% 4854
2019
Q2 		$2K Buy
+200
New +$2.36K ﹤0.01% 5688
2019
Q1 		– Sell
-8
Closed – – 5895
2018
Q4 		$0 Buy
+8
New +$91 ﹤0.01% 5784
2018
Q3 		– Sell
-3,542
Closed -$36K – 5730
2018
Q2 		$36K Buy
3,542
+2,875
+431% +$29.4K ﹤0.01% 5182
2018
Q1 		$7K Buy
+667
New +$7.28K ﹤0.01% 5214
2016
Q4 		– Sell
-25,545
Closed -$346K – 5057
2016
Q3 		$346K Sell
25,545
-1,798
-7% -$24.1K ﹤0.01% 3525
2016
Q2 		$334K Buy
27,343
+15,464
+130% +$182K ﹤0.01% 3578
2016
Q1 		$138K Buy
+11,879
New +$127K ﹤0.01% 3690

Other funds holding HRZN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $66.2M AUM
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase's HRZN Position: Q2 2026 in Review

JP Morgan Chase opened a new position in Horizon Technology Finance (HRZN) in Q2 2026: 2,636 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #6858 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in HRZN as recently as Q1 2025.

JP Morgan Chase first reported a position in HRZN in Q1 2016 and has held it in 23 quarters since. The position peaked at $346K in Q3 2016. 107 funds tracked by Wall St. Rank hold HRZN as of Q2 2026.

  • JP Morgan Chase held 2,636 shares of Horizon Technology Finance worth $12.3K as of Q2 2026.
  • Horizon Technology Finance was a new JP Morgan Chase position in Q2 2026.
  • Horizon Technology Finance made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6858 holding.
  • JP Morgan Chase first reported a position in Horizon Technology Finance in Q1 2016 and has held it in 23 quarters since.
  • JP Morgan Chase's Horizon Technology Finance position peaked at $346K in Q3 2016.
  • 107 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.