JPMorgan Chase & Co. shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 13k | 304.16 |
| 2025-06-30 | $3.8M | 13k | 299.63 |
| 2025-03-31 | $3.0M | 13k | 229.61 |
| 2024-12-31 | $3.5M | 13k | 270.43 |
| 2024-09-30 | $2.8M | 13k | 219.78 |
| 2024-06-30 | $2.8M | 13k | 215.20 |
| 2024-03-31 | $2.5M | 13k | 193.37 |
| 2023-12-31 | $2.2M | 13k | 170.50 |
| 2023-09-30 | $1.8M | 13k | 140.40 |
| 2023-06-30 | $2.0M | 13k | 156.02 |
| 2023-03-31 | $1.8M | 13k | 136.48 |
| 2022-12-31 | $1.9M | 14k | 140.32 |
| 2022-09-30 | $1.7M | 14k | 122.20 |
| 2022-06-30 | $1.5M | 13k | 114.34 |
| 2022-03-31 | $1.8M | 13k | 133.46 |
| 2021-12-31 | $1.9M | 13k | 146.52 |
| 2021-09-30 | $2.2M | 13k | 169.05 |
| 2021-06-30 | $1.9M | 13k | 151.90 |
| 2021-03-31 | $1.9M | 12k | 151.23 |
| 2020-12-31 | $1.8M | 13k | 138.03 |
| 2020-09-30 | $1.6M | 14k | 114.77 |
| 2020-06-30 | $1.3M | 13k | 99.71 |
| 2020-03-31 | $1.3M | 13k | 97.85 |
| 2019-12-31 | $1.6M | 12k | 132.06 |
| 2019-09-30 | $1.5M | 13k | 114.22 |
| 2019-06-30 | $1.5M | 13k | 113.97 |
| 2019-03-31 | $1.4M | 14k | 101.20 |
| 2018-12-31 | $1.2M | 12k | 97.58 |
| 2018-09-30 | $1.3M | 12k | 112.80 |
| 2018-06-30 | $1.2M | 11k | 104.84 |
| 2018-03-31 | $1.2M | 11k | 107.95 |
| 2017-12-31 | $1.2M | 12k | 106.88 |
| 2017-09-30 | $1.1M | 12k | 95.49 |
| 2017-06-30 | $1.2M | 13k | 91.37 |
| 2017-03-31 | $1.1M | 12k | 87.80 |
| 2016-12-31 | $926k | 11k | 86.21 |
| 2016-09-30 | $633k | 9.5k | 66.51 |
| 2016-06-30 | $611k | 9.8k | 62.13 |
| 2016-03-31 | $959k | 16k | 59.21 |
| 2015-12-31 | $925k | 15k | 63.62 |
| 2015-09-30 | $696k | 11k | 60.95 |
| 2015-06-30 | $1.2M | 18k | 68.03 |
| 2015-03-31 | $1.1M | 18k | 60.54 |
| 2014-12-31 | $962k | 15k | 62.55 |
| 2014-09-30 | $919k | 15k | 60.03 |
| 2014-06-30 | $906k | 16k | 57.61 |
| 2014-03-31 | $958k | 16k | 60.69 |
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