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J.W. Coons Advisors’s JPMorgan Chase JPM Stock Holding History

J.W. Coons Advisors’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
2025
Q2 		$7.78M Buy
26,832
+230
+0.9% +$58.7K 1.76% 7
2025
Q1 		$6.53M Sell
26,602
-450
-2% -$115K 1.72% 7
2024
Q4 		$6.48M Sell
27,052
-773
-3% -$180K 1.67% 8
2024
Q3 		$5.87M Sell
27,825
-70
-0.3% -$14.7K 1.46% 11
2024
Q2 		$5.64M Buy
27,895
+427
+2% +$83.5K 1.36% 9
2024
Q1 		$5.5M Buy
27,468
+877
+3% +$158K 1.24% 9
2023
Q4 		$4.52M Hold
26,591
– – 1.22% 12
2023
Q3 		$3.86M Sell
26,591
-1,300
-5% -$195K 1.11% 17
2023
Q2 		$4.06M Sell
27,891
-400
-1% -$55K 1.11% 17
2023
Q1 		$3.69M Sell
28,291
-115
-0.4% -$15.8K 1.06% 21
2022
Q4 		$3.81M Buy
28,406
+2,840
+11% +$360K 1.14% 22
2022
Q3 		$2.67M Buy
25,566
+1,307
+5% +$150K 1.01% 29
2022
Q2 		$2.74M Sell
24,259
-1,439
-6% -$178K 0.97% 26
2022
Q1 		$3.5M Buy
25,698
+2,281
+10% +$337K 1.04% 22
2021
Q4 		$3.71M Sell
23,417
-1,691
-7% -$278K 1.12% 19
2021
Q3 		$4.11M Sell
25,108
-1,827
-7% -$286K 1.41% 10
2021
Q2 		$4.19M Sell
26,935
-554
-2% -$87K 1.48% 9
2021
Q1 		$4.18M Sell
27,489
-536
-2% -$77.1K 1.5% 9
2020
Q4 		$3.56M Sell
28,025
-258
-0.9% -$28.8K 1.36% 11
2020
Q3 		$2.73M Sell
28,283
-1,229
-4% -$121K 1.13% 21
2020
Q2 		$2.77M Sell
29,512
-3,815
-11% -$362K 1.23% 19
2020
Q1 		$3M Buy
+33,327
New +$4.05M 1.58% 9

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

J.W. Coons Advisors's JPM Position: Q2 2025 in Review

J.W. Coons Advisors increased its JPMorgan Chase (JPM) stake by 0.86% in Q2 2025, buying an estimated $58.7K and bringing the position to 26,832 shares worth $7.78M. The position accounts for 1.76% of the portfolio, ranked #7.

J.W. Coons Advisors first reported a position in JPM in Q1 2020 and has held it in 22 quarters since. 4,740 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • J.W. Coons Advisors held 26,832 shares of JPMorgan Chase worth $7.78M as of Q2 2025.
  • J.W. Coons Advisors bought 230 JPMorgan Chase shares in Q2 2025, an estimated $58.7K.
  • JPMorgan Chase made up 1.76% of J.W. Coons Advisors's portfolio in Q2 2025, its #7 holding.
  • J.W. Coons Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 22 quarters since.
  • 4,740 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.