J. W. Coons Advisors, LLC Jpmorgan Chase & CO Transaction History

J. W. Coons Advisors, LLC

$527 Million
Q2 2024

A detailed history of J. W. Coons Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, J. W. Coons Advisors, LLC holds 27,895 shares of JPM stock, worth $6.18 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

27,895

Previous 27,468 1.55%

Holding current value

$6.18 Million

Previous $5.5 Million 2.56%

% of portfolio

1.07%

Previous 0.98%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$180.08 - $204.79 $76,894 - $87,445	427 Added 1.55%	27,895 $5.64 Million
Q1 2024 May 08, 2024	BUY	$167.09 - $200.3 $146,537 - $175,663	877 Added 3.3%	27,468 $5.5 Million
Q3 2023 Nov 08, 2023	SELL	$143.21 - $158.0 $186,173 - $205,400	-1,300 Reduced 4.66%	26,591 $3.86 Million
Q2 2023 Aug 07, 2023	SELL	$127.47 - $145.44 $50,988 - $58,176	-400 Reduced 1.41%	27,891 $4.06 Million
Q1 2023 May 04, 2023	SELL	$124.91 - $143.8 $14,364 - $16,537	-115 Reduced 0.4%	28,291 $3.69 Million
Q4 2022 Feb 07, 2023	BUY	$101.96 - $137.84 $289,566 - $391,465	2,840 Added 11.11%	28,406 $3.81 Million
Q3 2022 Nov 09, 2022	BUY	$20.73 - $120.58 $27,094 - $157,598	1,307 Added 5.39%	25,566 $2.67 Million
Q2 2022 Aug 04, 2022	SELL	$112.61 - $135.91 $162,045 - $195,574	-1,439 Reduced 5.6%	24,259 $2.74 Million
Q1 2022 May 13, 2022	BUY	$128.3 - $168.44 $292,652 - $384,211	2,281 Added 9.74%	25,698 $3.5 Million
Q4 2021 Feb 11, 2022	SELL	$153.94 - $171.78 $260,312 - $290,479	-1,691 Reduced 6.73%	23,417 $3.71 Million
Q3 2021 Nov 12, 2021	SELL	$146.97 - $166.98 $268,514 - $305,072	-1,827 Reduced 6.78%	25,108 $4.11 Million
Q2 2021 Jul 22, 2021	SELL	$147.37 - $166.44 $81,642 - $92,207	-554 Reduced 2.02%	26,935 $4.19 Million
Q1 2021 Apr 26, 2021	SELL	$125.65 - $157.65 $67,348 - $84,500	-536 Reduced 1.91%	27,489 $4.18 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $24,907 - $32,784	-258 Reduced 0.91%	28,025 $3.56 Million
Q3 2020 Nov 13, 2020	SELL	$91.28 - $103.82 $112,183 - $127,594	-1,229 Reduced 4.16%	28,283 $2.73 Million
Q2 2020 Aug 14, 2020	SELL	$84.03 - $113.45 $320,574 - $432,811	-3,815 Reduced 11.45%	29,512 $2.77 Million
Q1 2020 May 06, 2020	BUY	$79.03 - $141.09 $2.63 Million - $4.7 Million	33,327 New	33,327 $3 Million

Others Institutions Holding JPM

# of Institutions

4,560

Shares Held

2.02B

Call Options Held

26M

Put Options Held

29M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $650B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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J. W. Coons Advisors, LLC Jpmorgan Chase & CO Transaction History