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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Quarterly reported holdings in JPMorgan Chase & Co. by Hoertkorn Richard Charles
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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