J. W. Coons Advisors, LLC JPM Holdings History
J. W. Coons Advisors, LLC's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, J. W. Coons Advisors, LLC held 26,602.00 shares of JPMorgan Chase & Co(JPM), totaling $6.53 Mil. This investment constitutes 1.72% of their stock portfolio, and J. W. Coons Advisors, LLC now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2020Q1. And since then J. W. Coons Advisors, LLC has made 5 purchases of JPM, at an average price of $125.76, for a total of 41,059.00 shares. In addition, there have been 14 sales at an average price of $137.89 for 14,457.00 shares. Based on historical transaction data and JPM's current price of $283.16, J. W. Coons Advisors, LLC's estimated gain on his JPM holdings is $4.36 Mil, reflecting a 84.48% gain to date.
J. W. Coons Advisors, LLC JPM ($283.16) Holding Chart
J. W. Coons Advisors, LLC JPM ($283.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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