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Hoertkorn Richard Charles’s JPMorgan Chase JPM Stock Holding History

Hoertkorn Richard Charles’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.4M Sell
28,721
-110
-0.4% -$34.2K 6.3% 5
2026
Q1 		$8.48M Sell
28,831
-20,635
-42% -$6.26M 6.96% 4
2025
Q4 		$15.9M Sell
49,466
-1,091
-2% -$338K 6.19% 6
2025
Q3 		$15.9M Sell
50,557
-1,855
-4% -$552K 6.17% 6
2025
Q2 		$15.2M Sell
52,412
-885
-2% -$226K 6.43% 5
2025
Q1 		$13.1M Sell
53,297
-1,560
-3% -$398K 6.05% 6
2024
Q4 		$13.1M Sell
54,857
-1,325
-2% -$309K 5.41% 6
2024
Q3 		$11.8M Sell
56,182
-982
-2% -$207K 5.11% 8
2024
Q2 		$11.6M Sell
57,164
-3,239
-5% -$633K 5.03% 7
2024
Q1 		$12.1M Sell
60,403
-1,963
-3% -$354K 5.19% 8
2023
Q4 		$10.6M Sell
62,366
-640
-1% -$97K 4.78% 7
2023
Q3 		$9.14M Sell
63,006
-292
-0.5% -$43.8K 4.57% 7
2023
Q2 		$9.21M Sell
63,298
-125
-0.2% -$17.2K 4.43% 7
2023
Q1 		$8.26M Sell
63,423
-400
-0.6% -$54.8K 4.27% 8
2022
Q4 		$8.56M Sell
63,823
-1,000
-2% -$127K 4.54% 9
2022
Q3 		$6.77M Buy
64,823
+75
+0.1% +$8.61K 3.88% 11
2022
Q2 		$7.29M Sell
64,748
-1,633
-2% -$202K 4.01% 10
2022
Q1 		$9.05M Sell
66,381
-5,350
-7% -$790K 3.98% 8
2021
Q4 		$11.4M Sell
71,731
-385
-0.5% -$63.2K 4.6% 7
2021
Q3 		$11.8M Sell
72,116
-225
-0.3% -$35.3K 5.31% 5
2021
Q2 		$11.3M Sell
72,341
-469
-0.6% -$73.7K 5.04% 5
2021
Q1 		$11.1M Sell
72,810
-695
-0.9% -$100K 5.47% 5
2020
Q4 		$9.34M Sell
73,505
-445
-0.6% -$49.7K 5.14% 6
2020
Q3 		$7.12M Sell
73,950
-725
-1% -$71.2K 4.72% 8
2020
Q2 		$7.02M Sell
74,675
-750
-1% -$71.2K 4.78% 7
2020
Q1 		$6.79M Sell
75,425
-5,300
-7% -$644K 5.56% 5
2019
Q4 		$11.3M Sell
80,725
-1,125
-1% -$144K 6.93% 4
2019
Q3 		$9.63M Sell
81,850
-50
-0.1% -$5.66K 6.23% 5
2019
Q2 		$9.16M Sell
81,900
-2,675
-3% -$295K 6.09% 3
2019
Q1 		$8.56M Sell
84,575
-4,100
-5% -$422K 5.68% 6
2018
Q4 		$8.66M Sell
88,675
-2,025
-2% -$216K 6.1% 2
2018
Q3 		$10.2M Sell
90,700
-600
-0.7% -$68.1K 6.07% 3
2018
Q2 		$9.51M Sell
91,300
-400
-0.4% -$43.9K 5.83% 2
2018
Q1 		$10.1M Buy
91,700
+200
+0.2% +$22.6K 6.22% 2
2017
Q4 		$9.79M Sell
91,500
-6,850
-7% -$694K 5.8% 2
2017
Q3 		$9.39M Sell
98,350
-925
-0.9% -$85.3K 5.96% 2
2017
Q2 		$9.07M Buy
99,275
+325
+0.3% +$28K 6.01% 2
2017
Q1 		$8.69M Buy
98,950
+275
+0.3% +$24.3K 5.8% 3
2016
Q4 		$8.52M Sell
98,675
-600
-0.6% -$45.8K 5.89% 3
2016
Q3 		$6.61M Sell
99,275
-3,925
-4% -$256K 5.15% 3
2016
Q2 		$6.41M Sell
103,200
-400
-0.4% -$25K 5.11% 4
2016
Q1 		$6.13M Sell
103,600
-4,000
-4% -$234K 4.91% 4
2015
Q4 		$7.11M Sell
107,600
-4,950
-4% -$322K 5.33% 4
2015
Q3 		$6.86M Buy
112,550
+575
+0.5% +$37.7K 5.41% 4
2015
Q2 		$7.59M Sell
111,975
-500
-0.4% -$32.6K 5.66% 4
2015
Q1 		$6.81M Sell
112,475
-1,500
-1% -$88.8K 5.07% 4
2014
Q4 		$7.13M Buy
113,975
+4,200
+4% +$253K 5.06% 5
2014
Q3 		$6.61M Buy
109,775
+1,000
+0.9% +$58.5K 4.89% 5
2014
Q2 		$6.27M Buy
108,775
+10,516
+11% +$591K 4.67% 6
2014
Q1 		$5.96M Sell
98,259
-50
-0.1% -$2.89K 4.68% 6
2013
Q4 		$5.75M Buy
+98,309
New +$5.39M 4.44% 5

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Hoertkorn Richard Charles's JPM Position: Q2 2026 in Review

Hoertkorn Richard Charles reduced its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, selling an estimated $34.2K and leaving 28,721 shares worth $9.4M. The position accounts for 6.3% of the portfolio, ranked #5.

Hoertkorn Richard Charles first reported a position in JPM in Q4 2013 and has held it in 51 quarters since. The position peaked at $15.9M in Q3 2025. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Hoertkorn Richard Charles held 28,721 shares of JPMorgan Chase worth $9.4M as of Q2 2026.
  • Hoertkorn Richard Charles sold 110 JPMorgan Chase shares in Q2 2026, an estimated $34.2K.
  • JPMorgan Chase made up 6.3% of Hoertkorn Richard Charles's portfolio in Q2 2026, its #5 holding.
  • Hoertkorn Richard Charles first reported a position in JPMorgan Chase in Q4 2013 and has held it in 51 quarters since.
  • Hoertkorn Richard Charles's JPMorgan Chase position peaked at $15.9M in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2026, filed 23 Jul 2026.