JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

HOERTKORN RICHARD CHARLES's Holding History (CIK: 0001598177)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 49,466 Value ($000) $15,939 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 50,557 Value ($000) $15,947 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 52,412 Value ($000) $15,195 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 53,297 Value ($000) $13,074 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 54,857 Value ($000) $13,150 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 56,182 Value ($000) $11,847 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 57,164 Value ($000) $11,562 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 60,403 Value ($000) $12,099 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 62,366 Value ($000) $10,608 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 63,006 Value ($000) $9,137 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 63,298 Value ($000) $9,206 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 63,423 Value ($000) $8,265 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 63,823 Value ($000) $8,559 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 64,823 Value ($000) $6,774 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 64,748 Value ($000) $7,291 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 66,381 Value ($000) $9,049 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 71,731 Value ($000) $11,359 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 72,116 Value ($000) $11,805 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 72,341 Value ($000) $11,252 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 72,810 Value ($000) $11,084 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 73,505 Value ($000) $9,340 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 73,950 Value ($000) $7,119 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 74,675 Value ($000) $7,024 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 75,425 Value ($000) $6,791 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 80,725 Value ($000) $11,253 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 81,850 Value ($000) $9,633 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 81,900 Value ($000) $9,156 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 84,575 Value ($000) $8,562 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 88,675 Value ($000) $8,656 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 90,700 Value ($000) $10,235 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 91,300 Value ($000) $9,513 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 91,700 Value ($000) $10,084 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 91,500 Value ($000) $9,785 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 98,350 Value ($000) $9,393 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 99,275 Value ($000) $9,074 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 98,950 Value ($000) $8,692 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 98,675 Value ($000) $8,515 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 99,275 Value ($000) $6,611 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 103,200 Value ($000) $6,413 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 103,600 Value ($000) $6,135 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 107,600 Value ($000) $7,105 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 112,550 Value ($000) $6,862 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 111,975 Value ($000) $7,587 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 112,475 Value ($000) $6,814 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 113,975 Value ($000) $7,133 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 109,775 Value ($000) $6,613 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 108,775 Value ($000) $6,268 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 98,259 Value ($000) $5,965 Avg Close $42.08 Range $39.47 - $44.77

Q4 2013

Shares 98,309 Value ($000) $5,749 Avg Close $39.63 Range $36.35 - $42.36

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	49,466	$15,939	$309.53	$290.54 - $330.86
Q3 2025	50,557	$15,947	$295.93	$278.95 - $316.47
Q2 2025	52,412	$15,195	$252.67	$200.22 - $289.84
Q1 2025	53,297	$13,074	$250.91	$220.72 - $275.86
Q4 2024	54,857	$13,150	$228.03	$198.89 - $249.04
Q3 2024	56,182	$11,847	$204.96	$185.80 - $219.46
Q2 2024	57,164	$11,562	$189.18	$173.46 - $199.28
Q1 2024	60,403	$12,099	$173.61	$158.11 - $193.16
Q4 2023	62,366	$10,608	$144.89	$129.30 - $163.25
Q3 2023	63,006	$9,137	$142.31	$134.29 - $151.32
Q2 2023	63,298	$9,206	$129.66	$119.02 - $137.67
Q1 2023	63,423	$8,265	$128.16	$115.18 - $135.05
Q4 2022	63,823	$8,559	$117.65	$94.06 - $128.78
Q3 2022	64,823	$6,774	$105.62	$96.10 - $114.36
Q2 2022	64,748	$7,291	$113.02	$101.22 - $124.46
Q1 2022	66,381	$9,049	$133.66	$115.27 - $153.80
Q4 2021	71,731	$11,359	$147.83	$136.71 - $155.72
Q3 2021	72,116	$11,805	$140.29	$130.40 - $151.51
Q2 2021	72,341	$11,252	$139.74	$130.53 - $148.99
Q1 2021	72,810	$11,084	$127.25	$109.49 - $143.03
Q4 2020	73,505	$9,340	$98.14	$82.75 - $111.83
Q3 2020	73,950	$7,119	$85.44	$79.00 - $92.62
Q2 2020	74,675	$7,024	$81.74	$70.76 - $99.77
Q1 2020	75,425	$6,791	$103.61	$65.60 - $120.06
Q4 2019	80,725	$11,253	$108.67	$93.67 - $118.72
Q3 2019	81,850	$9,633	$95.08	$87.73 - $101.23
Q2 2019	81,900	$9,156	$92.02	$84.61 - $97.81
Q1 2019	84,575	$8,562	$85.34	$78.85 - $89.81
Q4 2018	88,675	$8,656	$87.53	$74.88 - $96.00
Q3 2018	90,700	$10,235	$92.63	$83.41 - $97.31
Q2 2018	91,300	$9,513	$89.02	$83.70 - $93.47
Q1 2018	91,700	$10,084	$91.43	$83.98 - $96.37
Q4 2017	91,500	$9,785	$81.33	$76.25 - $87.14
Q3 2017	98,350	$9,393	$73.66	$70.35 - $76.59
Q2 2017	99,275	$9,074	$68.54	$64.85 - $73.60
Q1 2017	98,950	$8,692	$69.68	$65.58 - $74.23
Q4 2016	98,675	$8,515	$59.89	$51.67 - $68.65
Q3 2016	99,275	$6,611	$50.85	$45.82 - $52.95
Q2 2016	103,200	$6,413	$48.33	$44.15 - $51.23
Q1 2016	103,600	$6,135	$44.86	$40.33 - $49.26
Q4 2015	107,600	$7,105	$49.68	$44.66 - $52.67
Q3 2015	112,550	$6,862	$49.62	$37.93 - $53.49
Q2 2015	111,975	$7,587	$49.14	$44.89 - $52.55
Q1 2015	112,475	$6,814	$44.28	$40.58 - $47.07
Q4 2014	113,975	$7,133	$44.70	$40.31 - $47.17
Q3 2014	109,775	$6,613	$43.13	$40.56 - $45.64
Q2 2014	108,775	$6,268	$41.19	$38.82 - $44.74
Q1 2014	98,259	$5,965	$42.08	$39.47 - $44.77
Q4 2013	98,309	$5,749	$39.63	$36.35 - $42.36