Horizon Investment Services, LLC Jpmorgan Chase & CO Transaction History

Horizon Investment Services, LLC

$212 Million
Q2 2024

A detailed history of Horizon Investment Services, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Horizon Investment Services, LLC holds 1,260 shares of JPM stock, worth $258,526. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,260

Previous 1,260 -0.0%

Holding current value

$258,526

Previous $252,000 0.79%

% of portfolio

0.12%

Previous 0.12%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$167.09 - $200.3 $1,837 - $2,203	-11 Reduced 0.87%	1,260 $252,000
Q4 2023 Feb 12, 2024	BUY	$135.69 - $170.3 $172,461 - $216,451	1,271 New	1,271 $216,000
Q1 2022 May 10, 2022	SELL	$128.3 - $168.44 $3.99 Million - $5.24 Million	-31,125 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$153.94 - $171.78 $68,349 - $76,270	444 Added 1.45%	31,125 $4.93 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $98,028 - $111,375	-667 Reduced 2.13%	30,681 $5.02 Million
Q2 2021 Aug 13, 2021	SELL	$147.37 - $166.44 $21,368 - $24,133	-145 Reduced 0.46%	31,348 $4.88 Million
Q1 2021 May 14, 2021	BUY	$125.65 - $157.65 $160,706 - $201,634	1,279 Added 4.23%	31,493 $4.79 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $22,204 - $29,226	-230 Reduced 0.76%	30,214 $3.84 Million
Q3 2020 Nov 13, 2020	BUY	$91.28 - $103.82 $3,377 - $3,841	37 Added 0.12%	30,444 $2.93 Million
Q2 2020 Aug 12, 2020	SELL	$84.03 - $113.45 $672 - $907	-8 Reduced 0.03%	30,407 $2.86 Million
Q1 2020 May 15, 2020	SELL	$79.03 - $141.09 $103,608 - $184,968	-1,311 Reduced 4.13%	30,415 $2.74 Million
Q4 2019 Feb 14, 2020	SELL	$111.82 - $139.4 $471,656 - $587,989	-4,218 Reduced 11.73%	31,726 $4.42 Million
Q3 2019 Nov 14, 2019	SELL	$104.8 - $120.23 $119,786 - $137,422	-1,143 Reduced 3.08%	35,944 $4.23 Million
Q2 2019 Aug 13, 2019	SELL	$104.64 - $116.12 $230,417 - $255,696	-2,202 Reduced 5.6%	37,087 $4.15 Million
Q1 2019 May 15, 2019	SELL	$97.11 - $107.19 $174,798 - $192,942	-1,800 Reduced 4.38%	39,289 $3.98 Million
Q4 2018 Feb 14, 2019	SELL	$92.14 - $115.32 $488,249 - $611,080	-5,299 Reduced 11.42%	41,089 $4.01 Million
Q3 2018 Nov 14, 2018	SELL	$103.61 - $118.63 $313,731 - $359,211	-3,028 Reduced 6.13%	46,388 $5.23 Million
Q2 2018 Aug 13, 2018	SELL	$103.24 - $114.29 $287,420 - $318,183	-2,784 Reduced 5.33%	49,416 $5.15 Million
Q1 2018 May 14, 2018	SELL	$107.01 - $118.77 $172,072 - $190,982	-1,608 Reduced 2.99%	52,200 $5.74 Million
Q4 2017 Feb 13, 2018	SELL	$95.86 - $107.83 $91,354 - $102,761	-953 Reduced 1.74%	53,808 $5.75 Million
Q3 2017 Nov 13, 2017	BUY	$88.42 - $95.51 $30,947 - $33,428	350 Added 0.64%	54,761 $5.23 Million
Q2 2017 Aug 14, 2017	BUY	N/A	54,411	54,411 $4.97 Million

Others Institutions Holding JPM

# of Institutions

4,539

Shares Held

2.01B

Call Options Held

26.2M

Put Options Held

29.1M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $602B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Horizon Investment Services, LLC Jpmorgan Chase & CO Transaction History