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Disclosery

Horan Securities, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Horan Securities, Inc. on JPM, newest first. How the timeline and the estimate are built.

Horan Securities, Inc. held 5,567 JPM shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,567 shares
    Change vs previous 13F +735 shares

    0.57% of the 13F portfolio, value $1,613,914.

    13F-HR 0001671623-25-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 4,832 shares
    Change vs previous 13F -346 shares

    0.45% of the 13F portfolio, value $1,185,262.

    13F-HR 0001671623-25-000002 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 5,178 shares
    Change vs previous 13F -128 shares

    0.47% of the 13F portfolio, value $1,241,136.

    13F-HR 0001671623-25-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 5,306 shares
    Change vs previous 13F +69 shares

    0.43% of the 13F portfolio, value $1,118,833.

    13F-HR 0001671623-24-000006 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 5,237 shares
    Change vs previous 13F +12 shares

    0.46% of the 13F portfolio, value $1,059,216.

    13F-HR 0001671623-24-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 5,225 shares
    Change vs previous 13F -13 shares

    0.49% of the 13F portfolio, value $1,046,487.

    13F-HR 0001671623-24-000003 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 5,238 shares
    Change vs previous 13F +11 shares

    0.45% of the 13F portfolio, value $890,926.

    13F-HR 0001671623-24-000001 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 5,227 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $757,994.

    13F-HR 0001671623-23-000004 filed by Horan Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).