A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 12,928 shares of JPM stock, worth $2.88 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
12,928
Previous 12,999 0.55%
Holding current value
$2.88 Million
Previous $2.6 Million 0.42%
% of portfolio
1.06%
Previous 1.09%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$180.08 - $204.79 $12,785 - $14,540
-71 Reduced 0.55%
12,928 $2.61 Million
Q1 2024

Apr 26, 2024

SELL
$167.09 - $200.3 $24,896 - $29,844
-149 Reduced 1.13%
12,999 $2.6 Million
Q4 2023

Jan 25, 2024

SELL
$135.69 - $170.3 $2,849 - $3,576
-21 Reduced 0.16%
13,148 $2.24 Million
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $10,167 - $11,218
71 Added 0.54%
13,169 $1.91 Million
Q2 2023

Aug 07, 2023

SELL
$127.47 - $145.44 $7,903 - $9,017
-62 Reduced 0.47%
13,098 $1.9 Million
Q1 2023

May 11, 2023

SELL
$124.91 - $143.8 $69,200 - $79,665
-554 Reduced 4.04%
13,160 $1.71 Million
Q4 2022

Jan 30, 2023

BUY
$101.96 - $137.84 $713 - $964
7 Added 0.05%
13,714 $1.84 Million
Q3 2022

Oct 24, 2022

BUY
$20.73 - $120.58 $5,493 - $31,953
265 Added 1.97%
13,707 $1.68 Million
Q2 2022

Jul 12, 2022

BUY
$112.61 - $135.91 $23,648 - $28,541
210 Added 1.59%
13,442 $1.54 Million
Q1 2022

Apr 11, 2022

BUY
$128.3 - $168.44 $19,886 - $26,108
155 Added 1.19%
13,232 $1.77 Million
Q4 2021

Jan 26, 2022

BUY
$153.94 - $171.78 $29,710 - $33,153
193 Added 1.5%
13,077 $1.92 Million
Q3 2021

Nov 09, 2021

BUY
$146.97 - $166.98 $27,189 - $30,891
185 Added 1.46%
12,884 $2.18 Million
Q2 2021

Jul 19, 2021

BUY
$147.37 - $166.44 $56,000 - $63,247
380 Added 3.08%
12,699 $1.93 Million
Q1 2021

Apr 28, 2021

SELL
$125.65 - $157.65 $94,363 - $118,395
-751 Reduced 5.75%
12,319 $1.86 Million
Q4 2020

Jan 20, 2021

SELL
$96.54 - $127.07 $58,792 - $77,385
-609 Reduced 4.45%
13,070 $1.8 Million
Q3 2020

Nov 12, 2020

BUY
$91.28 - $103.82 $33,864 - $38,517
371 Added 2.79%
13,679 $1.57 Million
Q2 2020

Jul 30, 2020

SELL
$84.03 - $113.45 $10,167 - $13,727
-121 Reduced 0.9%
13,308 $1.33 Million
Q1 2020

Apr 30, 2020

BUY
$79.03 - $141.09 $113,961 - $203,451
1,442 Added 12.03%
13,429 $1.31 Million
Q4 2019

Jan 28, 2020

SELL
$111.82 - $139.4 $163,369 - $203,663
-1,461 Reduced 10.86%
11,987 $1.58 Million
Q3 2019

Oct 11, 2019

BUY
$104.8 - $120.23 $5,240 - $6,011
50 Added 0.37%
13,448 $1.54 Million
Q2 2019

Jul 18, 2019

SELL
$104.64 - $116.12 $57,028 - $63,285
-545 Reduced 3.91%
13,398 $1.53 Million
Q1 2019

Apr 22, 2019

BUY
$97.11 - $107.19 $163,824 - $180,829
1,687 Added 13.76%
13,943 $1.41 Million
Q4 2018

Jan 29, 2019

BUY
$92.14 - $115.32 $57,587 - $72,075
625 Added 5.37%
12,256 $1.2 Million
Q3 2018

Oct 09, 2018

BUY
$103.61 - $118.63 $32,015 - $36,656
309 Added 2.73%
11,631 $1.31 Million
Q2 2018

Jul 06, 2018

BUY
$103.24 - $114.29 $22,196 - $24,572
215 Added 1.94%
11,322 $1.19 Million
Q1 2018

Apr 18, 2018

SELL
$107.01 - $118.77 $44,944 - $49,883
-420 Reduced 3.64%
11,107 $1.2 Million
Q4 2017

Jan 26, 2018

SELL
$95.86 - $107.83 $47,450 - $53,375
-495 Reduced 4.12%
11,527 $1.23 Million
Q3 2017

Oct 06, 2017

BUY
$88.42 - $95.51 $1.06 Million - $1.15 Million
12,022
12,022 $1.15 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $654B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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