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J. W. Coons Advisors, LLC

SEC CIK
0001536139
Latest filing
Aug 5, 2025

JPM holding history

JPMorgan Chase & Co in every 13F filed by J. W. Coons Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2025 holdings

Shares (Q2 2025)
26,832
Value
$7.78M
% of portfolio
1.8%
Quarters held
18
Since Q1 2021
Holdings of JPM by J. W. Coons Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202526,832$7.78M1.8%+230+0.9%AddedHolders
Q1 202526,602$6.53M1.7%−450−1.7%ReducedHolders
Q4 202427,052$6.48M1.7%−773−2.8%ReducedHolders
Q3 202427,825$5.87M1.5%−70−0.3%ReducedHolders
Q2 202427,895$5.64M1.4%+427+1.6%AddedHolders
Q1 202427,468$5.50M1.2%+877+3.3%AddedHolders
Q4 202326,591$4.52M1.2%00.0%UnchangedHolders
Q3 202326,591$3.86M1.1%−1,300−4.7%ReducedHolders
Q2 202327,891$4.06M1.1%−400−1.4%ReducedHolders
Q1 202328,291$3.69M1.1%−115−0.4%ReducedHolders
Q4 202228,406$3.81M1.1%+2,840+11.1%AddedHolders
Q3 202225,566$2.67M1.0%+1,307+5.4%AddedHolders
Q2 202224,259$2.74M1.0%−1,439−5.6%ReducedHolders
Q1 202225,698$3.50M1.0%+2,281+9.7%AddedHolders
Q4 202123,417$3.71M1.1%−1,691−6.7%ReducedHolders
Q3 202125,108$4.11M1.4%−1,827−6.8%ReducedHolders
Q2 202126,935$4.19M1.5%−554−2.0%ReducedHolders
Q1 202127,489$4.18M1.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.