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
2026
Q2 		$13K Buy
+1,937
New +$13.8K ﹤0.01% 6845
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

LC
Lalia Capital New York $206M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return

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

JP Morgan Chase opened a new position in WhiteHorse Finance (WHF) in Q2 2026: 1,937 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #6845 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in WHF as recently as Q1 2025.

JP Morgan Chase first reported a position in WHF in Q1 2016 and has held it in 23 quarters since. The position peaked at $781K in Q4 2019. 50 funds tracked by Wall St. Rank hold WHF as of Q2 2026.

  • JP Morgan Chase held 1,937 shares of WhiteHorse Finance worth $13K as of Q2 2026.
  • WhiteHorse Finance was a new JP Morgan Chase position in Q2 2026.
  • WhiteHorse Finance made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6845 holding.
  • JP Morgan Chase first reported a position in WhiteHorse Finance in Q1 2016 and has held it in 23 quarters since.
  • 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 2026.

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