J.W. Coons Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
|
|||||
|
2025
Q1 | $6.53M | Sell |
|
|||||
|
2024
Q4 | $6.48M | Sell |
|
|||||
|
2024
Q3 | $5.87M | Sell |
|
|||||
|
2024
Q2 | $5.64M | Buy |
|
|||||
|
2024
Q1 | $5.5M | Buy |
|
|||||
|
2023
Q4 | $4.52M | Hold |
|
|||||
|
2023
Q3 | $3.86M | Sell |
|
|||||
|
2023
Q2 | $4.06M | Sell |
|
|||||
|
2023
Q1 | $3.69M | Sell |
|
|||||
|
2022
Q4 | $3.81M | Buy |
|
|||||
|
2022
Q3 | $2.67M | Buy |
|
|||||
|
2022
Q2 | $2.74M | Sell |
|
|||||
|
2022
Q1 | $3.5M | Buy |
|
|||||
|
2021
Q4 | $3.71M | Sell |
|
|||||
|
2021
Q3 | $4.11M | Sell |
|
|||||
|
2021
Q2 | $4.19M | Sell |
|
|||||
|
2021
Q1 | $4.18M | Sell |
|
|||||
|
2020
Q4 | $3.56M | Sell |
|
|||||
|
2020
Q3 | $2.73M | Sell |
|
|||||
|
2020
Q2 | $2.77M | Sell |
|
|||||
|
2020
Q1 | $3M | Buy |
|