CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.81M | Sell |
12,706
-177
| -1% | -$53K | 1.38% | 20 |
|
|
2025
Q1 | $2.96M | Sell |
12,883
-20
| -0.2% | -$4.59K | 1.22% | 25 |
|
|
2024
Q4 | $3.49M | Sell |
12,903
-29
| -0.2% | -$7.84K | 1.29% | 22 |
|
|
2024
Q3 | $2.84M | Buy |
12,932
+4
| +0% | +$879 | 1.08% | 25 |
|
|
2024
Q2 | $2.78M | Sell |
12,928
-71
| -0.5% | -$15.3K | 1.09% | 22 |
|
|
2024
Q1 | $2.51M | Sell |
12,999
-149
| -1% | -$28.8K | 1.06% | 23 |
|
|
2023
Q4 | $2.24M | Sell |
13,148
-21
| -0.2% | -$3.58K | 0.94% | 25 |
|
|
2023
Q3 | $1.85M | Buy |
13,169
+71
| +0.5% | +$9.97K | 0.86% | 26 |
|
|
2023
Q2 | $2.04M | Sell |
13,098
-62
| -0.5% | -$9.67K | 0.9% | 28 |
|
|
2023
Q1 | $1.8M | Sell |
13,160
-554
| -4% | -$75.6K | 0.82% | 28 |
|
|
2022
Q4 | $1.92M | Buy |
13,714
+7
| +0.1% | +$982 | 0.85% | 29 |
|
|
2022
Q3 | $1.68M | Buy |
13,707
+265
| +2% | +$32.4K | 0.79% | 33 |
|
|
2022
Q2 | $1.54M | Buy |
13,442
+210
| +2% | +$24K | 0.71% | 38 |
|
|
2022
Q1 | $1.77M | Buy |
13,232
+155
| +1% | +$20.7K | 0.72% | 40 |
|
|
2021
Q4 | $1.92M | Buy |
13,077
+193
| +1% | +$28.3K | 0.81% | 36 |
|
|
2021
Q3 | $2.18M | Buy |
12,884
+185
| +1% | +$31.3K | 0.88% | 31 |
|
|
2021
Q2 | $1.93M | Buy |
12,699
+380
| +3% | +$57.7K | 0.83% | 32 |
|
|
2021
Q1 | $1.86M | Sell |
12,319
-751
| -6% | -$114K | 0.83% | 33 |
|
|
2020
Q4 | $1.8M | Sell |
13,070
-609
| -4% | -$84.1K | 0.89% | 30 |
|
|
2020
Q3 | $1.57M | Buy |
13,679
+371
| +3% | +$42.6K | 0.82% | 33 |
|
|
2020
Q2 | $1.33M | Sell |
13,308
-121
| -0.9% | -$12.1K | 0.76% | 36 |
|
|
2020
Q1 | $1.31M | Buy |
13,429
+1,442
| +12% | +$141K | 0.81% | 36 |
|
|
2019
Q4 | $1.58M | Sell |
11,987
-1,461
| -11% | -$193K | 0.89% | 33 |
|
|
2019
Q3 | $1.54M | Buy |
13,448
+50
| +0.4% | +$5.71K | 0.95% | 31 |
|
|
2019
Q2 | $1.53M | Sell |
13,398
-545
| -4% | -$62.1K | 0.92% | 32 |
|
|
2019
Q1 | $1.41M | Buy |
13,943
+1,687
| +14% | +$171K | 0.88% | 33 |
|
|
2018
Q4 | $1.2M | Buy |
12,256
+625
| +5% | +$61K | 0.85% | 30 |
|
|
2018
Q3 | $1.31M | Buy |
11,631
+309
| +3% | +$34.9K | 0.81% | 36 |
|
|
2018
Q2 | $1.19M | Buy |
11,322
+215
| +2% | +$22.5K | 0.76% | 36 |
|
|
2018
Q1 | $1.2M | Sell |
11,107
-420
| -4% | -$45.3K | 0.81% | 36 |
|
|
2017
Q4 | $1.23M | Sell |
11,527
-495
| -4% | -$52.9K | 0.77% | 39 |
|
|
2017
Q3 | $1.15M | Sell |
12,022
-1,089
| -8% | -$104K | 0.73% | 39 |
|
|
2017
Q2 | $1.2M | Buy |
13,111
+845
| +7% | +$77.2K | 0.81% | 34 |
|
|
2017
Q1 | $1.08M | Buy |
12,266
+1,525
| +14% | +$134K | 0.75% | 37 |
|
|
2016
Q4 | $926K | Buy |
10,741
+1,224
| +13% | +$106K | 0.67% | 39 |
|
|
2016
Q3 | $633K | Sell |
9,517
-317
| -3% | -$21.1K | 0.49% | 52 |
|
|
2016
Q2 | $611K | Sell |
9,834
-6,362
| -39% | -$395K | 0.48% | 53 |
|
|
2016
Q1 | $959K | Buy |
16,196
+1,656
| +11% | +$98.1K | 0.78% | 38 |
|
|
2015
Q4 | $925K | Buy |
14,540
+3,120
| +27% | +$198K | 0.79% | 36 |
|
|
2015
Q3 | $696K | Sell |
11,420
-6,220
| -35% | -$379K | 0.68% | 42 |
|
|
2015
Q2 | $1.2M | Sell |
17,640
-184
| -1% | -$12.5K | 1.12% | 31 |
|
|
2015
Q1 | $1.08M | Buy |
17,824
+2,445
| +16% | +$148K | 1.08% | 30 |
|
|
2014
Q4 | $962K | Buy |
15,379
+71
| +0.5% | +$4.44K | 0.85% | 31 |
|
|
2014
Q3 | $919K | Sell |
15,308
-418
| -3% | -$25.1K | 1.06% | 34 |
|
|
2014
Q2 | $906K | Sell |
15,726
-60
| -0.4% | -$3.46K | 1.17% | 29 |
|
|
2014
Q1 | $958K | Buy |
+15,786
| New | +$958K | 1.25% | 29 |
|