JP Morgan Chase’s Horizon Technology Finance HRZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
GAA
CWM
VIA
FIM
JP Morgan Chase's HRZN Position: Q2 2025 in Review
JP Morgan Chase sold out of Horizon Technology Finance (HRZN) in Q2 2025, closing a stake of 1,453 shares — an estimated $13.7K sold.
JP Morgan Chase first reported a position in HRZN in Q1 2016 and held it in 22 quarters. The position peaked at $346K in Q3 2016. 60 funds tracked by Wall St. Rank hold HRZN as of Q2 2025.
- JP Morgan Chase reported no remaining Horizon Technology Finance position as of Q2 2025 after selling out during the quarter.
- JP Morgan Chase sold 1,453 Horizon Technology Finance shares in Q2 2025, an estimated $13.7K.
- JP Morgan Chase first reported a position in Horizon Technology Finance in Q1 2016 and held it in 22 quarters.
- JP Morgan Chase's Horizon Technology Finance position peaked at $346K in Q3 2016.
- 60 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q2 2025.
Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.