SEC 13F Intelligence

J. W. Coons Advisors, LLC / JPM

J. W. Coons Advisors, LLC’s Jpmorgan Chase & Co Position

Does J. W. Coons Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 26.8K shares worth $8M (+1.76% of its 13F portfolio) as of Q2 2025, up from 26.6K shares the prior filed quarter.

Position Value
$8M
Q2 2025
Shares
26.8K
% of Portfolio
+1.76%
Quarters Held
22
currently held

Position History JPM

Reported value by quarter
Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $4MQ1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $7MQ2 ’25: $8MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202526.8K$8M+1.76%
Q1 202526.6K$7M+1.72%
Q4 202427.1K$6M+1.67%
Q3 202427.8K$6M+1.46%
Q2 202427.9K$6M+1.36%
Q1 202427.5K$6M+1.24%
Q4 202326.6K$5M+1.22%
Q3 202326.6K$4M+1.11%
Q2 202327.9K$4M+1.11%
Q1 202328.3K$4M+1.06%
Q4 202228.4K$4M+1.14%
Q3 202225.6K$3M+1.01%
Q2 202224.3K$3M+0.97%
Q1 202225.7K$4M+1.04%
Q4 202123.4K$4M+1.12%
Q3 202125.1K$4M+1.41%
Q2 202126.9K$4M+1.48%
Q1 202127.5K$4M+1.50%
Q4 202028.0K$4M+1.36%
Q3 202028.3K$3M+1.13%
Q2 202029.5K$3M+1.23%
Q1 202033.3K$3M+1.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See J. W. Coons Advisors, LLC’s full portfolio or all institutional holders of JPM.