Skip to content
Disclosery

Point Windward Advisors Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Point Windward Advisors Inc. on JPM, newest first. How the timeline and the estimate are built.

Point Windward Advisors Inc. held 10,181 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,181 shares
    Change vs previous 13F -457 shares

    1.47% of the 13F portfolio, value $3,332,661.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,638 shares
    Change vs previous 13F +54 shares

    1.57% of the 13F portfolio, value $3,129,377.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,584 shares
    Change vs previous 13F -64 shares

    1.63% of the 13F portfolio, value $3,410,489.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,648 shares
    Change vs previous 13F -1,409 shares

    1.57% of the 13F portfolio, value $3,358,809.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,057 shares
    Change vs previous 13F -2,496 shares

    1.57% of the 13F portfolio, value $3,495,546.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,553 shares
    Change vs previous 13F -250 shares

    1.42% of the 13F portfolio, value $3,569,814.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,803 shares
    Change vs previous 13F -4,083 shares

    1.33% of the 13F portfolio, value $3,548,391.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,886 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,982,390.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).