JWCA
J.W. Coons Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
26,832
+230
| +0.9% | +$66.7K | 1.76% | 7 |
|
|
2025
Q1 | $6.53M | Sell |
26,602
-450
| -2% | -$110K | 1.72% | 7 |
|
|
2024
Q4 | $6.48M | Sell |
27,052
-773
| -3% | -$185K | 1.67% | 8 |
|
|
2024
Q3 | $5.87M | Sell |
27,825
-70
| -0.3% | -$14.8K | 1.46% | 11 |
|
|
2024
Q2 | $5.64M | Buy |
27,895
+427
| +2% | +$86.4K | 1.36% | 9 |
|
|
2024
Q1 | $5.5M | Buy |
27,468
+877
| +3% | +$176K | 1.24% | 9 |
|
|
2023
Q4 | $4.52M | Hold |
26,591
| – | – | 1.22% | 12 |
|
|
2023
Q3 | $3.86M | Sell |
26,591
-1,300
| -5% | -$189K | 1.11% | 17 |
|
|
2023
Q2 | $4.06M | Sell |
27,891
-400
| -1% | -$58.2K | 1.11% | 17 |
|
|
2023
Q1 | $3.69M | Sell |
28,291
-115
| -0.4% | -$15K | 1.06% | 21 |
|
|
2022
Q4 | $3.81M | Buy |
28,406
+2,840
| +11% | +$381K | 1.14% | 22 |
|
|
2022
Q3 | $2.67M | Buy |
25,566
+1,307
| +5% | +$137K | 1.01% | 29 |
|
|
2022
Q2 | $2.74M | Sell |
24,259
-1,439
| -6% | -$162K | 0.97% | 26 |
|
|
2022
Q1 | $3.5M | Buy |
25,698
+2,281
| +10% | +$311K | 1.04% | 22 |
|
|
2021
Q4 | $3.71M | Sell |
23,417
-1,691
| -7% | -$268K | 1.12% | 19 |
|
|
2021
Q3 | $4.11M | Sell |
25,108
-1,827
| -7% | -$299K | 1.41% | 10 |
|
|
2021
Q2 | $4.19M | Sell |
26,935
-554
| -2% | -$86.2K | 1.48% | 9 |
|
|
2021
Q1 | $4.18M | Sell |
27,489
-536
| -2% | -$81.5K | 1.5% | 9 |
|
|
2020
Q4 | $3.56M | Sell |
28,025
-258
| -0.9% | -$32.8K | 1.36% | 11 |
|
|
2020
Q3 | $2.73M | Sell |
28,283
-1,229
| -4% | -$118K | 1.13% | 21 |
|
|
2020
Q2 | $2.77M | Sell |
29,512
-3,815
| -11% | -$359K | 1.23% | 19 |
|
|
2020
Q1 | $3M | Buy |
+33,327
| New | +$3M | 1.58% | 9 |
|