Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,819,708
-$819,384 QoQ
Shares Held
115,540
-12.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#691
of 5,058 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $85,255,941 across 11 Banks - Diversified names. JPM ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
115,540 | $37,819,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
278,046 | $15,843,061 | |
| 3 | C |
Citigroup Inc
|
71,780 | $10,046,328 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
120,750 | $9,978,780 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
68,740 | $9,940,491 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
14,883 | $1,415,224 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,646 | $105,514 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,987 | $99,191 |
All Filings in JPM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,819,708 | 115,540 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,639,092 | 131,354 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,320,999 | 125,135 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $40,702,456 | 129,038 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,485,006 | 101,704 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,422,847 | 22,107 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,295,913 | 22,093 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,468,966 | 21,194 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,427,471 | 21,890 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $13,167,521 | 65,739 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,906,641 | 64,119 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,215,991 | 77,341 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,352,755 | 78,058 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,738,585 | 90,082 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,035,710 | 104,666 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,034,392 | 48,176 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,006,574 | 26,699 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,056,654 | 37,094 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,989,291 | 31,508 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $4,759,450 | 29,076 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,430,368 | 34,913 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,904,395 | 25,648 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $4,911,021 | 51,013 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,720,022 | 71,444 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,608,439 | 28,973 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||