HOERTKORN RICHARD CHARLES JPM Holdings History
HOERTKORN RICHARD CHARLES's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, HOERTKORN RICHARD CHARLES held 53,297.00 shares of JPMorgan Chase & Co(JPM), totaling $13.07 Mil. This investment constitutes 6.25% of their stock portfolio, and HOERTKORN RICHARD CHARLES now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2014Q1. And since then HOERTKORN RICHARD CHARLES has made 5 purchases of JPM, at an average price of $57.82, for a total of 114,625.00 shares. In addition, there have been 31 sales at an average price of $126.05 for 61,328.00 shares. Based on historical transaction data and JPM's current price of $288.75, HOERTKORN RICHARD CHARLES's estimated gain on his JPM holdings is $16.49 Mil, reflecting a 248.83% gain to date.
HOERTKORN RICHARD CHARLES JPM ($288.75) Holding Chart
HOERTKORN RICHARD CHARLES JPM ($288.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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