Hoertkorn Richard Charles Jpmorgan Chase & CO Transaction History

Hoertkorn Richard Charles

$182 Million
Q3 2024

A detailed history of Hoertkorn Richard Charles transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hoertkorn Richard Charles holds 56,182 shares of JPM stock, worth $12.3 Million. This represents 6.49% of its overall portfolio holdings.

Number of Shares

56,182

Previous 57,164 1.72%

Holding current value

$12.3 Million

Previous $11.6 Million 2.43%

% of portfolio

6.49%

Previous 6.35%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$194.9 - $224.8 $191,391 - $220,753	-982 Reduced 1.72%	56,182 $11.8 Million
Q2 2024 Jul 22, 2024	SELL	$180.08 - $204.79 $583,279 - $663,314	-3,239 Reduced 5.36%	57,164 $11.6 Million
Q1 2024 May 02, 2024	SELL	$167.09 - $200.3 $327,997 - $393,188	-1,963 Reduced 3.15%	60,403 $12.1 Million
Q4 2023 Feb 15, 2024	SELL	$135.69 - $170.3 $86,841 - $108,992	-640 Reduced 1.02%	62,366 $10.6 Million
Q3 2023 Oct 23, 2023	SELL	$143.21 - $158.0 $41,817 - $46,136	-292 Reduced 0.46%	63,006 $9.14 Million
Q2 2023 Jul 07, 2023	SELL	$127.47 - $145.44 $15,933 - $18,180	-125 Reduced 0.2%	63,298 $9.21 Million
Q1 2023 Apr 19, 2023	SELL	$124.91 - $143.8 $49,964 - $57,520	-400 Reduced 0.63%	63,423 $8.26 Million
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $101,960 - $137,840	-1,000 Reduced 1.54%	63,823 $8.56 Million
Q3 2022 Nov 01, 2022	BUY	$20.73 - $120.58 $1,554 - $9,043	75 Added 0.12%	64,823 $6.77 Million
Q2 2022 Jul 15, 2022	SELL	$112.61 - $135.91 $183,892 - $221,941	-1,633 Reduced 2.46%	64,748 $7.29 Million
Q1 2022 May 02, 2022	SELL	$128.3 - $168.44 $686,405 - $901,154	-5,350 Reduced 7.46%	66,381 $9.05 Million
Q4 2021 Jan 26, 2022	SELL	$153.94 - $171.78 $59,266 - $66,135	-385 Reduced 0.53%	71,731 $11.4 Million
Q3 2021 Oct 12, 2021	SELL	$146.97 - $166.98 $33,068 - $37,570	-225 Reduced 0.31%	72,116 $11.8 Million
Q2 2021 Jul 12, 2021	SELL	$147.37 - $166.44 $69,116 - $78,060	-469 Reduced 0.64%	72,341 $11.3 Million
Q1 2021 Apr 21, 2021	SELL	$125.65 - $157.65 $87,326 - $109,566	-695 Reduced 0.95%	72,810 $11.1 Million
Q4 2020 Jan 29, 2021	SELL	$96.54 - $127.07 $42,960 - $56,546	-445 Reduced 0.6%	73,505 $9.34 Million
Q3 2020 Oct 09, 2020	SELL	$91.28 - $103.82 $66,178 - $75,269	-725 Reduced 0.97%	73,950 $7.12 Million
Q2 2020 Jul 27, 2020	SELL	$84.03 - $113.45 $63,022 - $85,087	-750 Reduced 0.99%	74,675 $7.02 Million
Q1 2020 May 01, 2020	SELL	$79.03 - $141.09 $418,859 - $747,777	-5,300 Reduced 6.57%	75,425 $6.79 Million
Q4 2019 Jan 29, 2020	SELL	$111.82 - $139.4 $125,797 - $156,825	-1,125 Reduced 1.37%	80,725 $11.3 Million
Q3 2019 Oct 24, 2019	SELL	$104.8 - $120.23 $5,240 - $6,011	-50 Reduced 0.06%	81,850 $9.63 Million
Q2 2019 Jul 09, 2019	SELL	$104.64 - $116.12 $279,912 - $310,621	-2,675 Reduced 3.16%	81,900 $9.16 Million
Q1 2019 Apr 30, 2019	SELL	$97.11 - $107.19 $398,151 - $439,479	-4,100 Reduced 4.62%	84,575 $8.56 Million
Q4 2018 Jan 24, 2019	SELL	$92.14 - $115.32 $186,583 - $233,523	-2,025 Reduced 2.23%	88,675 $8.66 Million
Q3 2018 Oct 18, 2018	SELL	$103.61 - $118.63 $62,166 - $71,178	-600 Reduced 0.66%	90,700 $10.2 Million
Q2 2018 Aug 01, 2018	SELL	$103.24 - $114.29 $41,296 - $45,716	-400 Reduced 0.44%	91,300 $9.51 Million
Q1 2018 Apr 17, 2018	BUY	$107.01 - $118.77 $21,402 - $23,754	200 Added 0.22%	91,700 $10.1 Million
Q4 2017 Jan 25, 2018	SELL	$95.86 - $107.83 $656,641 - $738,635	-6,850 Reduced 6.96%	91,500 $9.79 Million
Q3 2017 Oct 27, 2017	BUY	$88.42 - $95.51 $8.7 Million - $9.39 Million	98,350	98,350 $9.39 Million

Others Institutions Holding JPM

# of Institutions

4,556

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

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 $645B
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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoertkorn Richard Charles, based on Form 13F filings with the SEC.

News

Stay updated on Hoertkorn Richard Charles with notifications on news.

Account

Hoertkorn Richard Charles Jpmorgan Chase & CO Transaction History