JPMorgan Chase & Co. shares owned by Horizon Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Horizon Wealth Management
from 13F filings
Historical chart of Horizon Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Horizon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Horizon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.2k | 315.42 |
| 2025-06-30 | $1.5M | 5.2k | 289.91 |
| 2025-03-31 | $1.3M | 5.4k | 245.30 |
| 2024-12-31 | $1.3M | 5.3k | 239.70 |
| 2024-09-30 | $1.2M | 5.5k | 210.85 |
| 2024-06-30 | $979k | 4.8k | 202.25 |
| 2024-03-31 | $1.0M | 5.0k | 200.28 |
| 2023-12-31 | $826k | 4.9k | 170.11 |
| 2023-09-30 | $695k | 4.8k | 145.02 |
| 2023-06-30 | $692k | 4.8k | 145.43 |
| 2023-03-31 | $618k | 4.7k | 130.30 |
| 2022-12-31 | $481k | 3.6k | 134.12 |
| 2022-09-30 | $378k | 3.6k | 104.45 |
| 2022-06-30 | $469k | 4.2k | 112.61 |
| 2022-03-31 | $559k | 4.1k | 136.41 |
| 2021-12-31 | $830k | 5.2k | 158.28 |