JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Carlton Hofferkamp & Jenks Wealth Management, LLC's Holding History (CIK: 0001510870)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 12,517 Value ($000) $4,033 Avg Close $309.53 Range $290.54 - $330.86

Q3 2025

Shares 12,677 Value ($000) $3,856 Avg Close $295.93 Range $278.95 - $316.47

Q2 2025

Shares 12,706 Value ($000) $3,807 Avg Close $252.67 Range $200.22 - $289.84

Q1 2025

Shares 12,883 Value ($000) $2,958 Avg Close $250.91 Range $220.72 - $275.86

Q4 2024

Shares 12,903 Value ($000) $3,489 Avg Close $228.03 Range $198.89 - $249.04

Q3 2024

Shares 12,932 Value ($000) $2,842 Avg Close $204.96 Range $185.80 - $219.46

Q2 2024

Shares 12,928 Value ($000) $2,782 Avg Close $189.18 Range $173.46 - $199.28

Q1 2024

Shares 12,999 Value ($000) $2,514 Avg Close $173.61 Range $158.11 - $193.16

Q4 2023

Shares 13,148 Value ($000) $2,242 Avg Close $144.89 Range $129.30 - $163.25

Q3 2023

Shares 13,169 Value ($000) $1,849 Avg Close $142.31 Range $134.29 - $151.32

Q2 2023

Shares 13,098 Value ($000) $2,044 Avg Close $129.66 Range $119.02 - $137.67

Q1 2023

Shares 13,160 Value ($000) $1,796 Avg Close $128.16 Range $115.18 - $135.05

Q4 2022

Shares 13,714 Value ($000) $1,924 Avg Close $117.65 Range $94.06 - $128.78

Q3 2022

Shares 13,707 Value ($000) $1,675 Avg Close $105.62 Range $96.10 - $114.36

Q2 2022

Shares 13,442 Value ($000) $1,537 Avg Close $113.02 Range $101.22 - $124.46

Q1 2022

Shares 13,232 Value ($000) $1,766 Avg Close $133.66 Range $115.27 - $153.80

Q4 2021

Shares 13,077 Value ($000) $1,916 Avg Close $147.83 Range $136.71 - $155.72

Q3 2021

Shares 12,884 Value ($000) $2,178 Avg Close $140.29 Range $130.40 - $151.51

Q2 2021

Shares 12,699 Value ($000) $1,929 Avg Close $139.74 Range $130.53 - $148.99

Q1 2021

Shares 12,319 Value ($000) $1,863 Avg Close $127.25 Range $109.49 - $143.03

Q4 2020

Shares 13,070 Value ($000) $1,804 Avg Close $98.14 Range $82.75 - $111.83

Q3 2020

Shares 13,679 Value ($000) $1,570 Avg Close $85.44 Range $79.00 - $92.62

Q2 2020

Shares 13,308 Value ($000) $1,327 Avg Close $81.74 Range $70.76 - $99.77

Q1 2020

Shares 13,429 Value ($000) $1,314 Avg Close $103.61 Range $65.60 - $120.06

Q4 2019

Shares 11,987 Value ($000) $1,583 Avg Close $108.67 Range $93.67 - $118.72

Q3 2019

Shares 13,448 Value ($000) $1,536 Avg Close $95.08 Range $87.73 - $101.23

Q2 2019

Shares 13,398 Value ($000) $1,527 Avg Close $92.02 Range $84.61 - $97.81

Q1 2019

Shares 13,943 Value ($000) $1,411 Avg Close $85.34 Range $78.85 - $89.81

Q4 2018

Shares 12,256 Value ($000) $1,196 Avg Close $87.53 Range $74.88 - $96.00

Q3 2018

Shares 11,631 Value ($000) $1,312 Avg Close $92.63 Range $83.41 - $97.31

Q2 2018

Shares 11,322 Value ($000) $1,187 Avg Close $89.02 Range $83.70 - $93.47

Q1 2018

Shares 11,107 Value ($000) $1,199 Avg Close $91.43 Range $83.98 - $96.37

Q4 2017

Shares 11,527 Value ($000) $1,232 Avg Close $81.33 Range $76.25 - $87.14

Q3 2017

Shares 12,022 Value ($000) $1,148 Avg Close $73.66 Range $70.35 - $76.59

Q2 2017

Shares 13,111 Value ($000) $1,198 Avg Close $68.54 Range $64.85 - $73.60

Q1 2017

Shares 12,266 Value ($000) $1,077 Avg Close $69.68 Range $65.58 - $74.23

Q4 2016

Shares 10,741 Value ($000) $926 Avg Close $59.89 Range $51.67 - $68.65

Q3 2016

Shares 9,517 Value ($000) $633 Avg Close $50.85 Range $45.82 - $52.95

Q2 2016

Shares 9,834 Value ($000) $611 Avg Close $48.33 Range $44.15 - $51.23

Q1 2016

Shares 16,196 Value ($000) $959 Avg Close $44.86 Range $40.33 - $49.26

Q4 2015

Shares 14,540 Value ($000) $925 Avg Close $49.68 Range $44.66 - $52.67

Q3 2015

Shares 11,420 Value ($000) $696 Avg Close $49.62 Range $37.93 - $53.49

Q2 2015

Shares 17,640 Value ($000) $1,200 Avg Close $49.14 Range $44.89 - $52.55

Q1 2015

Shares 17,824 Value ($000) $1,079 Avg Close $44.28 Range $40.58 - $47.07

Q4 2014

Shares 15,379 Value ($000) $962 Avg Close $44.70 Range $40.31 - $47.17

Q3 2014

Shares 15,308 Value ($000) $919 Avg Close $43.13 Range $40.56 - $45.64

Q2 2014

Shares 15,726 Value ($000) $906 Avg Close $41.19 Range $38.82 - $44.74

Q1 2014

Shares 15,786 Value ($000) $958 Avg Close $42.08 Range $39.47 - $44.77

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	12,517	$4,033	$309.53	$290.54 - $330.86
Q3 2025	12,677	$3,856	$295.93	$278.95 - $316.47
Q2 2025	12,706	$3,807	$252.67	$200.22 - $289.84
Q1 2025	12,883	$2,958	$250.91	$220.72 - $275.86
Q4 2024	12,903	$3,489	$228.03	$198.89 - $249.04
Q3 2024	12,932	$2,842	$204.96	$185.80 - $219.46
Q2 2024	12,928	$2,782	$189.18	$173.46 - $199.28
Q1 2024	12,999	$2,514	$173.61	$158.11 - $193.16
Q4 2023	13,148	$2,242	$144.89	$129.30 - $163.25
Q3 2023	13,169	$1,849	$142.31	$134.29 - $151.32
Q2 2023	13,098	$2,044	$129.66	$119.02 - $137.67
Q1 2023	13,160	$1,796	$128.16	$115.18 - $135.05
Q4 2022	13,714	$1,924	$117.65	$94.06 - $128.78
Q3 2022	13,707	$1,675	$105.62	$96.10 - $114.36
Q2 2022	13,442	$1,537	$113.02	$101.22 - $124.46
Q1 2022	13,232	$1,766	$133.66	$115.27 - $153.80
Q4 2021	13,077	$1,916	$147.83	$136.71 - $155.72
Q3 2021	12,884	$2,178	$140.29	$130.40 - $151.51
Q2 2021	12,699	$1,929	$139.74	$130.53 - $148.99
Q1 2021	12,319	$1,863	$127.25	$109.49 - $143.03
Q4 2020	13,070	$1,804	$98.14	$82.75 - $111.83
Q3 2020	13,679	$1,570	$85.44	$79.00 - $92.62
Q2 2020	13,308	$1,327	$81.74	$70.76 - $99.77
Q1 2020	13,429	$1,314	$103.61	$65.60 - $120.06
Q4 2019	11,987	$1,583	$108.67	$93.67 - $118.72
Q3 2019	13,448	$1,536	$95.08	$87.73 - $101.23
Q2 2019	13,398	$1,527	$92.02	$84.61 - $97.81
Q1 2019	13,943	$1,411	$85.34	$78.85 - $89.81
Q4 2018	12,256	$1,196	$87.53	$74.88 - $96.00
Q3 2018	11,631	$1,312	$92.63	$83.41 - $97.31
Q2 2018	11,322	$1,187	$89.02	$83.70 - $93.47
Q1 2018	11,107	$1,199	$91.43	$83.98 - $96.37
Q4 2017	11,527	$1,232	$81.33	$76.25 - $87.14
Q3 2017	12,022	$1,148	$73.66	$70.35 - $76.59
Q2 2017	13,111	$1,198	$68.54	$64.85 - $73.60
Q1 2017	12,266	$1,077	$69.68	$65.58 - $74.23
Q4 2016	10,741	$926	$59.89	$51.67 - $68.65
Q3 2016	9,517	$633	$50.85	$45.82 - $52.95
Q2 2016	9,834	$611	$48.33	$44.15 - $51.23
Q1 2016	16,196	$959	$44.86	$40.33 - $49.26
Q4 2015	14,540	$925	$49.68	$44.66 - $52.67
Q3 2015	11,420	$696	$49.62	$37.93 - $53.49
Q2 2015	17,640	$1,200	$49.14	$44.89 - $52.55
Q1 2015	17,824	$1,079	$44.28	$40.58 - $47.07
Q4 2014	15,379	$962	$44.70	$40.31 - $47.17
Q3 2014	15,308	$919	$43.13	$40.56 - $45.64
Q2 2014	15,726	$906	$41.19	$38.82 - $44.74
Q1 2014	15,786	$958	$42.08	$39.47 - $44.77