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Disclosery

Horizon Investments, LLC: JPM position timeline

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

Horizon Investments, LLC held 115,540 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,540 shares
    Change vs previous 13F -15,814 shares

    0.41% of the 13F portfolio, value $37,649,864.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 131,354 shares
    Change vs previous 13F +6,219 shares

    0.43% of the 13F portfolio, value $38,442,062.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 125,135 shares
    Change vs previous 13F -3,903 shares

    0.51% of the 13F portfolio, value $40,139,554.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 129,038 shares
    Change vs previous 13F +27,334 shares

    0.53% of the 13F portfolio, value $40,505,028.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 101,704 shares
    Change vs previous 13F +79,597 shares

    0.46% of the 13F portfolio, value $29,343,638.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,107 shares
    Change vs previous 13F +14 shares

    0.16% of the 13F portfolio, value $5,389,687.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 22,093 shares
    Change vs previous 13F +899 shares

    0.15% of the 13F portfolio, value $5,268,739.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,194 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,441,839.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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