Carlton, Hoffferkamp & Jenks Wealth Management »

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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Costco Wholesale Corporation (COST)
Ishares Tr Short Treas Bd (SHV)
Stellar Bancorp Ord (STEL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.