HORIZON FINANCIAL SERVICES, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1674020 WINSTON SALEM, NC

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$552,205

+$473,959 QoQ

Shares Held

1,687

+534.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.16%

of 13F equity value

Holder Rank

#4,198

of 5,058 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HORIZON FINANCIAL SERVICES, LLC holds $871,327 across 10 Banks - Diversified names. JPM ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	1,687	$552,205
2	RY	Royal Bank Of Canada	548	$113,419
3	BNY	Bank of New York Mellon Corp	526	$76,064
4	WFC	Wells Fargo & Company/Mn	547	$45,204
5	BAC	Bank Of America Corp /De/	664	$37,834
6	C	Citigroup Inc	139	$19,454
7	UBS	UBS Group AG	211	$10,457
8	BCS	Barclays PLC	253	$6,795

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$552,205	1,687	+534.2%	Shares	Sole	2026-07-20
2026-03-31	$78,246	266	+13.7%	Shares	Sole	2026-04-15
2025-12-31	$75,399	234	0.0%	Shares	Sole	2026-01-12
2025-09-30	$73,810	234	+11.4%	Shares	Sole	2025-11-12
2025-06-30	$60,881	210	+3.4%	Shares	Sole	2025-08-12
2025-03-31	$49,795	203	-4.2%	Shares	Sole	2025-05-07
2024-12-31	$50,818	212	-56.2%	Shares	Sole	2025-02-12
2024-09-30	$102,056	484	0.0%	Shares	Sole	2024-11-13
2024-06-30	$97,893	484	0.0%	Shares	Sole	2024-08-15
2024-03-31	$96,945	484	+16.1%	Shares	Sole	2024-04-26
2021-12-31	$66,031	417	+0.5%	Shares	Sole	2022-01-31
2021-09-30	$67,931	415	+2666.7%	Shares	Sole	2021-10-22
2021-06-30	$2,333	15	0.0%	Shares	Sole	2021-07-22
2021-03-31	$2,283	15	0.0%	Shares	Sole	2021-04-21
2020-12-31	$1,906	15	0.0%	Shares	Sole	2021-01-19
2020-09-30	$1,444	15	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.