Hoertkorn Richard Charles Jpmorgan Chase & CO Transaction History

Hoertkorn Richard Charles

  • $185 Million
  • Q1 2024

A detailed history of Hoertkorn Richard Charles transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Hoertkorn Richard Charles holds 60,403 shares of JPM stock, worth $12.6 Million. This represents 6.54% of its overall portfolio holdings.

Number of Shares
60,403
Previous 62,366 3.15%
Holding current value
$12.6 Million
Previous $10.6 Million 14.05%
% of portfolio
6.54%
Previous 5.93%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,421
Shares Held
1.98B
Call Options Held
35.5M
Put Options Held
32.6M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $613B
  • 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

Track Hoertkorn Richard Charles Portfolio

Follow Hoertkorn Richard Charles and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email