J P Morgan Exchange-traded F shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $517k | 9.0k | 57.60 |
| 2025-06-30 | $509k | 9.0k | 56.84 |
| 2025-03-31 | $496k | 9.3k | 53.61 |
| 2024-12-31 | $550k | 9.3k | 58.94 |
| 2024-09-30 | $514k | 8.8k | 58.43 |
| 2024-06-30 | $494k | 8.7k | 57.04 |
| 2024-03-31 | $451k | 8.0k | 56.11 |
| 2023-12-31 | $444k | 8.0k | 55.64 |
| 2023-09-30 | $423k | 8.1k | 52.35 |
| 2023-06-30 | $388k | 7.0k | 55.13 |
| 2023-03-31 | $239k | 4.4k | 54.68 |
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