Carlton Hofferkamp & Jenks Wealth Management, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1510870 THE WOODLANDS, TX

Position in JPM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,572,152

+$280,796 QoQ

Shares Held

10,913

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.56%

of 13F equity value

Holder Rank

#2,397

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carlton Hofferkamp & Jenks Wealth Management, LLC holds $6,205,089 across 3 Banks - Diversified names. JPM ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,913	$3,572,152
2	BAC	Bank Of America Corp /De/	35,619	$2,029,570
3	C	Citigroup Inc	4,311	$603,367

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,572,152	10,913	-2.5%	Shares	Sole	2026-07-23
2026-03-31	$3,291,356	11,189	-10.6%	Shares	Sole	2026-04-28
2025-12-31	$4,033,227	12,517	-1.3%	Shares	Sole	2026-01-22
2025-09-30	$3,998,706	12,677	-0.2%	Shares	Sole	2025-10-29
2025-06-30	$3,683,596	12,706	-1.4%	Shares	Sole	2025-07-31
2025-03-31	$3,160,199	12,883	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$3,092,978	12,903	-0.2%	Shares	Sole	2025-02-06
2024-09-30	$2,726,841	12,932	+0.0%	Shares	Sole	2024-11-05
2024-06-30	$2,614,817	12,928	-0.5%	Shares	Sole	2024-07-31
2024-03-31	$2,603,699	12,999	-1.1%	Shares	Sole	2024-04-26
2023-12-31	$2,236,474	13,148	-0.2%	Shares	Sole	2024-01-25
2023-09-30	$1,909,768	13,169	+0.5%	Shares	Sole	2023-10-26
2023-06-30	$1,904,973	13,098	-0.5%	Shares	Sole	2023-08-07
2023-03-31	$1,714,879	13,160	-4.0%	Shares	Sole	2023-05-11
2022-12-31	$1,839,047	13,714	+0.1%	Shares	Sole	2023-01-30
2022-09-30	$1,432,381	13,707	+2.0%	Shares	Sole	2022-10-24
2022-06-30	$1,513,703	13,442	+1.6%	Shares	Sole	2022-07-12
2022-03-31	$1,803,786	13,232	+1.2%	Shares	Sole	2022-04-11
2021-12-31	$2,070,742	13,077	+1.5%	Shares	Sole	2022-01-26
2021-09-30	$2,108,981	12,884	+1.5%	Shares	Sole	2021-11-09
2021-06-30	$1,975,202	12,699	+3.1%	Shares	Sole	2021-07-19
2021-03-31	$1,875,321	12,319	-5.7%	Shares	Sole	2021-04-28
2020-12-31	$1,660,804	13,070	-4.5%	Shares	Sole	2021-01-20
2020-09-30	$1,316,877	13,679	+2.8%	Shares	Sole	2020-11-12
2020-06-30	$1,251,750	13,308	-0.9%	Shares	Sole	2020-07-30
2020-03-31	$1,209,012	13,429	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.