JPMorgan Chase & Co. shares owned by Horizon Family Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Horizon Family Wealth
from 13F filings
Historical chart of Horizon Family Wealth investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Horizon Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Horizon Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 2.0k | 315.42 |
| 2025-06-30 | $567k | 2.0k | 290.04 |
| 2025-03-31 | $477k | 1.9k | 245.58 |
| 2024-12-31 | $474k | 2.0k | 239.64 |
| 2024-09-30 | $420k | 2.0k | 210.75 |
| 2024-06-30 | $401k | 2.0k | 202.14 |
| 2024-03-31 | $395k | 2.0k | 200.32 |
| 2023-12-31 | $335k | 2.0k | 170.14 |
| 2023-09-30 | $284k | 2.0k | 145.06 |
| 2023-06-30 | $283k | 1.9k | 145.52 |
| 2023-03-31 | $270k | 2.1k | 130.32 |
| 2022-12-31 | $485k | 3.6k | 134.09 |
| 2022-09-30 | $431k | 4.1k | 105.56 |
| 2022-06-30 | $459k | 4.1k | 112.04 |
| 2022-03-31 | $574k | 4.2k | 136.31 |
| 2021-12-31 | $362k | 2.3k | 158.29 |