JP Morgan Chase
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JP Morgan Chase’s WhiteHorse Finance WHF Stock Holding History

JP Morgan Chase’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,489
Closed -$14.4K – 7694
2025
Q1 		$14.4K Buy
1,489
+1,242
+503% +$12.7K ﹤0.01% 6226
2024
Q4 		$2.39K Sell
247
-400
-62% -$4.4K ﹤0.01% 6623
2024
Q3 		$7.49K Sell
647
-2,275
-78% -$27.1K ﹤0.01% 6416
2024
Q2 		$35.9K Sell
2,922
-8,288
-74% -$106K ﹤0.01% 5980
2024
Q1 		$139K Sell
11,210
-817
-7% -$10.3K ﹤0.01% 5533
2023
Q4 		$148K Buy
12,027
+3,346
+39% +$41.3K ﹤0.01% 5547
2023
Q3 		$111K Buy
8,681
+6,340
+271% +$82.5K ﹤0.01% 5408
2023
Q2 		$30K Sell
2,341
-2
-0.1% -$24 ﹤0.01% 5833
2023
Q1 		$29K Buy
2,343
+781
+50% +$10.2K ﹤0.01% 5880
2022
Q4 		$20K Buy
+1,562
New +$19.7K ﹤0.01% 5893
2020
Q2 		– Sell
-9,270
Closed -$66K – 5735
2020
Q1 		$66K Sell
9,270
-47,712
-84% -$595K ﹤0.01% 4648
2019
Q4 		$781K Buy
56,982
+24,406
+75% +$341K ﹤0.01% 4005
2019
Q3 		$454K Sell
32,576
-2,343
-7% -$32K ﹤0.01% 4220
2019
Q2 		$483K Buy
34,919
+10,512
+43% +$150K ﹤0.01% 4257
2019
Q1 		$347K Buy
24,407
+3,910
+19% +$54.6K ﹤0.01% 4381
2018
Q4 		$261K Buy
+20,497
New +$272K ﹤0.01% 4464
2018
Q3 		– Sell
-3,181
Closed -$46K – 5847
2018
Q2 		$46K Sell
3,181
-419
-12% -$5.78K ﹤0.01% 5108
2018
Q1 		$45K Buy
3,600
+600
+20% +$7.56K ﹤0.01% 4855
2017
Q4 		$40K Sell
3,000
-16,944
-85% -$240K ﹤0.01% 4961
2017
Q3 		$295K Buy
19,944
+5,664
+40% +$79K ﹤0.01% 3988
2017
Q2 		$191K Buy
+14,280
New +$203K ﹤0.01% 3990
2016
Q2 		– Sell
-4,267
Closed -$44K – 4979
2016
Q1 		$44K Buy
+4,267
New +$42.8K ﹤0.01% 3926

Other funds holding WHF

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase's WHF Position: Q2 2025 in Review

JP Morgan Chase sold out of WhiteHorse Finance (WHF) in Q2 2025, closing a stake of 1,489 shares — an estimated $14.4K sold.

JP Morgan Chase first reported a position in WHF in Q1 2016 and held it in 22 quarters. The position peaked at $781K in Q4 2019. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2025.

  • JP Morgan Chase reported no remaining WhiteHorse Finance position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 1,489 WhiteHorse Finance shares in Q2 2025, an estimated $14.4K.
  • JP Morgan Chase first reported a position in WhiteHorse Finance in Q1 2016 and held it in 22 quarters.
  • JP Morgan Chase's WhiteHorse Finance position peaked at $781K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held WhiteHorse Finance as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.