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JPMorgan Chase & Co. shares owned by Hoertkorn Richard Charles

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hoertkorn Richard Charles from 13F filings

Historical chart of Hoertkorn Richard Charles investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Hoertkorn Richard Charles consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Hoertkorn Richard Charles

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 56k 210.86
2024-06-30 $12M 57k 202.26
2024-03-31 $12M 60k 200.30
2023-12-31 $11M 62k 170.10
2023-09-30 $9.1M 63k 145.02
2023-06-30 $9.2M 63k 145.44
2023-03-31 $8.3M 63k 130.31
2022-12-31 $8.6M 64k 134.10
2022-09-30 $6.8M 65k 104.50
2022-06-30 $7.3M 65k 112.61
2022-03-31 $9.0M 66k 136.32
2021-12-31 $11M 72k 158.36
2021-09-30 $12M 72k 163.69
2021-06-30 $11M 72k 155.54
2021-03-31 $11M 73k 152.23
2020-12-31 $9.3M 74k 127.07
2020-09-30 $7.1M 74k 96.27
2020-06-30 $7.0M 75k 94.06
2020-03-31 $6.8M 75k 90.04
2019-12-31 $11M 81k 139.40
2019-09-30 $9.6M 82k 117.69
2019-06-30 $9.2M 82k 111.79
2019-03-31 $8.6M 85k 101.24
2018-12-31 $8.7M 89k 97.61
2018-09-30 $10M 91k 112.84
2018-06-30 $9.5M 91k 104.19
2018-03-31 $10M 92k 109.97
2017-12-31 $9.8M 92k 106.94
2017-09-30 $9.4M 98k 95.51
2017-06-30 $9.1M 99k 91.40
2017-03-31 $8.7M 99k 87.84
2016-12-31 $8.5M 99k 86.29
2016-09-30 $6.6M 99k 66.59
2016-06-30 $6.4M 103k 62.14
2016-03-31 $6.1M 104k 59.22
2015-12-31 $7.1M 108k 66.03
2015-09-30 $6.9M 113k 60.97
2015-06-30 $7.6M 112k 67.76
2015-03-31 $6.8M 113k 60.58
2014-12-31 $7.1M 114k 62.58
2014-09-30 $6.6M 110k 60.24
2014-06-30 $6.3M 109k 57.62
2014-03-31 $6.0M 98k 60.71
2013-12-31 $5.7M 98k 58.48