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Carlton Hofferkamp & Jenks Wealth Management’s JPMorgan Chase JPM Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.8M Sell
10,913
-276
-2% -$85.7K 1.23% 21
2026
Q1 		$3.49M Sell
11,189
-1,328
-11% -$403K 1.16% 24
2025
Q4 		$4.03M Sell
12,517
-160
-1% -$49.5K 1.35% 19
2025
Q3 		$3.86M Sell
12,677
-29
-0.2% -$8.63K 1.3% 21
2025
Q2 		$3.81M Sell
12,706
-177
-1% -$45.2K 1.38% 20
2025
Q1 		$2.96M Sell
12,883
-20
-0.2% -$5.1K 1.22% 25
2024
Q4 		$3.49M Sell
12,903
-29
-0.2% -$6.75K 1.29% 22
2024
Q3 		$2.84M Buy
12,932
+4
+0% +$843 1.08% 25
2024
Q2 		$2.78M Sell
12,928
-71
-0.5% -$13.9K 1.09% 22
2024
Q1 		$2.51M Sell
12,999
-149
-1% -$26.9K 1.06% 23
2023
Q4 		$2.24M Sell
13,148
-21
-0.2% -$3.18K 0.94% 25
2023
Q3 		$1.85M Buy
13,169
+71
+0.5% +$10.6K 0.86% 26
2023
Q2 		$2.04M Sell
13,098
-62
-0.5% -$8.53K 0.9% 28
2023
Q1 		$1.8M Sell
13,160
-554
-4% -$75.9K 0.82% 28
2022
Q4 		$1.92M Buy
13,714
+7
+0.1% +$887 0.85% 29
2022
Q3 		$1.68M Buy
13,707
+265
+2% +$30.4K 0.79% 33
2022
Q2 		$1.54M Buy
13,442
+210
+2% +$26K 0.71% 38
2022
Q1 		$1.77M Buy
13,232
+155
+1% +$22.9K 0.72% 40
2021
Q4 		$1.92M Buy
13,077
+193
+1% +$31.7K 0.81% 36
2021
Q3 		$2.18M Buy
12,884
+185
+1% +$29K 0.88% 31
2021
Q2 		$1.93M Buy
12,699
+380
+3% +$59.7K 0.83% 32
2021
Q1 		$1.86M Sell
12,319
-751
-6% -$108K 0.83% 33
2020
Q4 		$1.8M Sell
13,070
-609
-4% -$68.1K 0.89% 30
2020
Q3 		$1.57M Buy
13,679
+371
+3% +$36.4K 0.82% 33
2020
Q2 		$1.33M Sell
13,308
-121
-0.9% -$11.5K 0.76% 36
2020
Q1 		$1.31M Buy
13,429
+1,442
+12% +$175K 0.81% 36
2019
Q4 		$1.58M Sell
11,987
-1,461
-11% -$187K 0.89% 33
2019
Q3 		$1.54M Buy
13,448
+50
+0.4% +$5.66K 0.95% 31
2019
Q2 		$1.53M Sell
13,398
-545
-4% -$60.1K 0.92% 32
2019
Q1 		$1.41M Buy
13,943
+1,687
+14% +$174K 0.88% 33
2018
Q4 		$1.2M Buy
12,256
+625
+5% +$66.6K 0.85% 30
2018
Q3 		$1.31M Buy
11,631
+309
+3% +$35.1K 0.81% 36
2018
Q2 		$1.19M Buy
11,322
+215
+2% +$23.6K 0.76% 36
2018
Q1 		$1.2M Sell
11,107
-420
-4% -$47.6K 0.81% 36
2017
Q4 		$1.23M Sell
11,527
-495
-4% -$50.1K 0.77% 39
2017
Q3 		$1.15M Sell
12,022
-1,089
-8% -$100K 0.73% 39
2017
Q2 		$1.2M Buy
13,111
+845
+7% +$72.9K 0.81% 34
2017
Q1 		$1.08M Buy
12,266
+1,525
+14% +$135K 0.75% 37
2016
Q4 		$926K Buy
10,741
+1,224
+13% +$93.3K 0.67% 39
2016
Q3 		$633K Sell
9,517
-317
-3% -$20.7K 0.49% 52
2016
Q2 		$611K Sell
9,834
-6,362
-39% -$397K 0.48% 53
2016
Q1 		$959K Buy
16,196
+1,656
+11% +$96.7K 0.78% 38
2015
Q4 		$925K Buy
14,540
+3,120
+27% +$203K 0.79% 36
2015
Q3 		$696K Sell
11,420
-6,220
-35% -$407K 0.68% 42
2015
Q2 		$1.2M Sell
17,640
-184
-1% -$12K 1.12% 31
2015
Q1 		$1.08M Buy
17,824
+2,445
+16% +$145K 1.08% 30
2014
Q4 		$962K Buy
15,379
+71
+0.5% +$4.27K 0.85% 31
2014
Q3 		$919K Sell
15,308
-418
-3% -$24.4K 1.06% 34
2014
Q2 		$906K Sell
15,726
-60
-0.4% -$3.37K 1.17% 29
2014
Q1 		$958K Buy
+15,786
New +$912K 1.25% 29

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's JPM Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.5% in Q2 2026, selling an estimated $85.7K and leaving 10,913 shares worth $3.8M. The position accounts for 1.23% of the portfolio, ranked #21.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in JPM in Q1 2014 and has held it in 50 quarters since. The position peaked at $4.03M in Q4 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 10,913 shares of JPMorgan Chase worth $3.8M as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 276 JPMorgan Chase shares in Q2 2026, an estimated $85.7K.
  • JPMorgan Chase made up 1.23% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in JPMorgan Chase in Q1 2014 and has held it in 50 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's JPMorgan Chase position peaked at $4.03M in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.