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HOERTKORN RICHARD CHARLES: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOERTKORN RICHARD CHARLES on JPM, newest first. How the timeline and the estimate are built.

HOERTKORN RICHARD CHARLES held 28,721 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,721 shares
    Change vs previous 13F -110 shares

    6.3% of the 13F portfolio, value $9,401,245.

    13F-HR 0001598177-26-000004 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,831 shares
    Change vs previous 13F -20,635 shares

    6.96% of the 13F portfolio, value $8,480,927.

    13F-HR 0001598177-26-000003 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 49,466 shares
    Change vs previous 13F -1,091 shares

    6.19% of the 13F portfolio, value $15,938,935.

    13F-HR 0001598177-26-000001 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,557 shares
    Change vs previous 13F -1,855 shares

    6.17% of the 13F portfolio, value $15,947,195.

    13F-HR 0001598177-25-000005 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 52,412 shares
    Change vs previous 13F -885 shares

    6.43% of the 13F portfolio, value $15,194,763.

    13F-HR 0001598177-25-000003 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,297 shares
    Change vs previous 13F -1,560 shares

    6.05% of the 13F portfolio, value $13,073,754.

    13F-HR 0001598177-25-000002 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,857 shares
    Change vs previous 13F -1,325 shares

    5.41% of the 13F portfolio, value $13,149,771.

    13F-HR 0001598177-25-000001 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 56,182 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $11,846,536.

    13F-HR 0001598177-24-000004 filed by HOERTKORN RICHARD CHARLES
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).