Carlton Hofferkamp & Jenks Wealth Management, LLC - JPMORGAN CHASE & CO ownership

JPMORGAN CHASE & CO's ticker is JPM and the CUSIP is 46625H100. A total of 3,461 filers reported holding JPMORGAN CHASE & CO in Q1 2022. The put-call ratio across all filers is 1.41 and the average weighting 0.9%.

About JPMORGAN CHASE & CO

JPMorgan Chase & Co is one of the largest financial institutions in the world, with a market capitalization of over $400 billion. The company provides a wide range of financial services, including investment banking, commercial banking, and asset management. JPMorgan Chase & Co has a strong reputation for its expertise in the financial industry, and its leadership team is highly respected.

The company has a long history of success, and it has weathered many economic downturns over the years. JPMorgan Chase & Co has a strong balance sheet, with a healthy amount of capital and liquidity. The company has also been able to maintain a strong credit rating, which is a testament to its financial strength.

JPMorgan Chase & Co has a diverse range of businesses, which helps to mitigate risk. The company has a strong presence in the United States, but it also has a significant international presence. This allows the company to take advantage of growth opportunities in emerging markets.

Overall, JPMorgan Chase & Co is a well-managed company with a strong track record of success. While there are always risks associated with investing in any company, JPMorgan Chase & Co is a solid choice for investors who are looking for exposure to the financial industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of JPMORGAN CHASE & CO
ValueSharesWeighting
Q3 2023$1,848,933
-9.5%
13,169
+0.5%
0.86%
-4.2%
Q2 2023$2,043,556
+13.8%
13,098
-0.5%
0.90%
+9.8%
Q1 2023$1,796,080
-6.7%
13,160
-4.0%
0.82%
-3.1%
Q4 2022$1,924,348
+14.9%
13,714
+0.1%
0.84%
+6.8%
Q3 2022$1,675,000
+9.0%
13,707
+2.0%
0.79%
+12.2%
Q2 2022$1,537,000
-13.0%
13,442
+1.6%
0.70%
-2.5%
Q1 2022$1,766,000
-7.8%
13,232
+1.2%
0.72%
-10.4%
Q4 2021$1,916,000
-12.0%
13,077
+1.5%
0.81%
-7.8%
Q3 2021$2,178,000
+12.9%
12,884
+1.5%
0.88%
+5.3%
Q2 2021$1,929,000
+3.5%
12,699
+3.1%
0.83%
+0.2%
Q1 2021$1,863,000
+3.3%
12,319
-5.7%
0.83%
-6.5%
Q4 2020$1,804,000
+14.9%
13,070
-4.5%
0.89%
+7.8%
Q3 2020$1,570,000
+18.3%
13,679
+2.8%
0.82%
+8.7%
Q2 2020$1,327,000
+1.0%
13,308
-0.9%
0.76%
-6.2%
Q1 2020$1,314,000
-17.0%
13,429
+12.0%
0.81%
-9.4%
Q4 2019$1,583,000
+3.1%
11,987
-10.9%
0.89%
-5.7%
Q3 2019$1,536,000
+0.6%
13,448
+0.4%
0.94%
+2.5%
Q2 2019$1,527,000
+8.2%
13,398
-3.9%
0.92%
+4.3%
Q1 2019$1,411,000
+18.0%
13,943
+13.8%
0.88%
+3.4%
Q4 2018$1,196,000
-8.8%
12,256
+5.4%
0.86%
+6.2%
Q3 2018$1,312,000
+10.5%
11,631
+2.7%
0.80%
+5.4%
Q2 2018$1,187,000
-1.0%
11,322
+1.9%
0.76%
-5.1%
Q1 2018$1,199,000
-2.7%
11,107
-3.6%
0.80%
+4.3%
Q4 2017$1,232,000
+7.3%
11,527
-4.1%
0.77%
+5.3%
Q3 2017$1,148,000
-4.2%
12,022
-8.3%
0.73%
-9.8%
Q2 2017$1,198,000
+11.2%
13,111
+6.9%
0.81%
+8.3%
Q1 2017$1,077,000
+16.3%
12,266
+14.2%
0.75%
+11.4%
Q4 2016$926,000
+46.3%
10,741
+12.9%
0.67%
+36.2%
Q3 2016$633,000
+3.6%
9,517
-3.2%
0.50%
+2.7%
Q2 2016$611,000
-36.3%
9,834
-39.3%
0.48%
-38.4%
Q1 2016$959,000
+3.7%
16,196
+11.4%
0.78%
-1.5%
Q4 2015$925,000
+32.9%
14,540
+27.3%
0.79%
+17.3%
Q3 2015$696,000
-42.0%
11,420
-35.3%
0.68%
-39.5%
Q2 2015$1,200,000
+11.2%
17,640
-1.0%
1.12%
+3.9%
Q1 2015$1,079,000
+12.2%
17,824
+15.9%
1.08%
+27.0%
Q4 2014$962,000
+4.7%
15,379
+0.5%
0.85%
-19.6%
Q3 2014$919,000
+1.4%
15,308
-2.7%
1.06%
-9.7%
Q2 2014$906,000
-5.4%
15,726
-0.4%
1.17%
-6.2%
Q1 2014$958,00015,7861.24%
Other shareholders
JPMORGAN CHASE & CO shareholders Q1 2022
NameSharesValueWeighting ↓
Global Frontier Investments LLC 245,000$31,132,00030.24%
Guidance Point Advisors, LLC 400,501$50,891,00023.39%
Coltrane Asset Management L.P. 1,100,000$139,777,00021.65%
ADAMCAPITAL Gestao de Recursos Ltda. 1,512,282$192,166,00020.73%
Courant Investment Management LLC 136,592$17,357,00016.30%
Consulta Ltd 2,000,000$254,140,00013.78%
Gemsstock Ltd. 175,100$22,249,00013.58%
Brave Warrior Advisors 2,228,522$283,179,00010.41%
CINCINNATI CASUALTY CO 93,000$11,818,0008.09%
PM CAPITAL Ltd 313,148$39,792,0007.78%
View complete list of JPMORGAN CHASE & CO shareholders