Hoertkorn Richard Charles’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
52,412
-885
| -2% | -$257K | 6.43% | 5 |
|
|
2025
Q1 | $13.1M | Sell |
53,297
-1,560
| -3% | -$383K | 6.05% | 6 |
|
|
2024
Q4 | $13.1M | Sell |
54,857
-1,325
| -2% | -$318K | 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% | -$655K | 5.03% | 7 |
|
|
2024
Q1 | $12.1M | Sell |
60,403
-1,963
| -3% | -$393K | 5.19% | 8 |
|
|
2023
Q4 | $10.6M | Sell |
62,366
-640
| -1% | -$109K | 4.78% | 7 |
|
|
2023
Q3 | $9.14M | Sell |
63,006
-292
| -0.5% | -$42.3K | 4.57% | 7 |
|
|
2023
Q2 | $9.21M | Sell |
63,298
-125
| -0.2% | -$18.2K | 4.43% | 7 |
|
|
2023
Q1 | $8.26M | Sell |
63,423
-400
| -0.6% | -$52.1K | 4.27% | 8 |
|
|
2022
Q4 | $8.56M | Sell |
63,823
-1,000
| -2% | -$134K | 4.54% | 9 |
|
|
2022
Q3 | $6.77M | Buy |
64,823
+75
| +0.1% | +$7.84K | 3.88% | 11 |
|
|
2022
Q2 | $7.29M | Sell |
64,748
-1,633
| -2% | -$184K | 4.01% | 10 |
|
|
2022
Q1 | $9.05M | Sell |
66,381
-5,350
| -7% | -$729K | 3.98% | 8 |
|
|
2021
Q4 | $11.4M | Sell |
71,731
-385
| -0.5% | -$61K | 4.6% | 7 |
|
|
2021
Q3 | $11.8M | Sell |
72,116
-225
| -0.3% | -$36.8K | 5.31% | 5 |
|
|
2021
Q2 | $11.3M | Sell |
72,341
-469
| -0.6% | -$72.9K | 5.04% | 5 |
|
|
2021
Q1 | $11.1M | Sell |
72,810
-695
| -0.9% | -$106K | 5.47% | 5 |
|
|
2020
Q4 | $9.34M | Sell |
73,505
-445
| -0.6% | -$56.5K | 5.14% | 6 |
|
|
2020
Q3 | $7.12M | Sell |
73,950
-725
| -1% | -$69.8K | 4.72% | 8 |
|
|
2020
Q2 | $7.02M | Sell |
74,675
-750
| -1% | -$70.5K | 4.78% | 7 |
|
|
2020
Q1 | $6.79M | Sell |
75,425
-5,300
| -7% | -$477K | 5.56% | 5 |
|
|
2019
Q4 | $11.3M | Sell |
80,725
-1,125
| -1% | -$157K | 6.93% | 4 |
|
|
2019
Q3 | $9.63M | Sell |
81,850
-50
| -0.1% | -$5.89K | 6.23% | 5 |
|
|
2019
Q2 | $9.16M | Sell |
81,900
-2,675
| -3% | -$299K | 6.09% | 3 |
|
|
2019
Q1 | $8.56M | Sell |
84,575
-4,100
| -5% | -$415K | 5.68% | 6 |
|
|
2018
Q4 | $8.66M | Sell |
88,675
-2,025
| -2% | -$198K | 6.1% | 2 |
|
|
2018
Q3 | $10.2M | Sell |
90,700
-600
| -0.7% | -$67.7K | 6.07% | 3 |
|
|
2018
Q2 | $9.51M | Sell |
91,300
-400
| -0.4% | -$41.7K | 5.83% | 2 |
|
|
2018
Q1 | $10.1M | Buy |
91,700
+200
| +0.2% | +$22K | 6.22% | 2 |
|
|
2017
Q4 | $9.79M | Sell |
91,500
-6,850
| -7% | -$733K | 5.8% | 2 |
|
|
2017
Q3 | $9.39M | Sell |
98,350
-925
| -0.9% | -$88.3K | 5.96% | 2 |
|
|
2017
Q2 | $9.07M | Buy |
99,275
+325
| +0.3% | +$29.7K | 6.01% | 2 |
|
|
2017
Q1 | $8.69M | Buy |
98,950
+275
| +0.3% | +$24.2K | 5.8% | 3 |
|
|
2016
Q4 | $8.52M | Sell |
98,675
-600
| -0.6% | -$51.8K | 5.89% | 3 |
|
|
2016
Q3 | $6.61M | Sell |
99,275
-3,925
| -4% | -$261K | 5.15% | 3 |
|
|
2016
Q2 | $6.41M | Sell |
103,200
-400
| -0.4% | -$24.9K | 5.11% | 4 |
|
|
2016
Q1 | $6.14M | Sell |
103,600
-4,000
| -4% | -$237K | 4.91% | 4 |
|
|
2015
Q4 | $7.11M | Sell |
107,600
-4,950
| -4% | -$327K | 5.33% | 4 |
|
|
2015
Q3 | $6.86M | Buy |
112,550
+575
| +0.5% | +$35.1K | 5.41% | 4 |
|
|
2015
Q2 | $7.59M | Sell |
111,975
-500
| -0.4% | -$33.9K | 5.66% | 4 |
|
|
2015
Q1 | $6.81M | Sell |
112,475
-1,500
| -1% | -$90.9K | 5.07% | 4 |
|
|
2014
Q4 | $7.13M | Buy |
113,975
+4,200
| +4% | +$263K | 5.06% | 5 |
|
|
2014
Q3 | $6.61M | Buy |
109,775
+1,000
| +0.9% | +$60.2K | 4.89% | 5 |
|
|
2014
Q2 | $6.27M | Buy |
108,775
+10,516
| +11% | +$606K | 4.67% | 6 |
|
|
2014
Q1 | $5.97M | Sell |
98,259
-50
| -0.1% | -$3.04K | 4.68% | 6 |
|
|
2013
Q4 | $5.75M | Buy |
+98,309
| New | +$5.75M | 4.44% | 5 |
|