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Disclosery

Winch Advisory Services, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Winch Advisory Services, LLC on JPM, newest first. How the timeline and the estimate are built.

Winch Advisory Services, LLC held 23,603 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,603 shares
    Change vs previous 13F -343 shares

    1.6% of the 13F portfolio, value $7,725,822.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, LLC
    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 23,946 shares
    Change vs previous 13F -200 shares

    1.61% of the 13F portfolio, value $7,044,075.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, LLC
    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 24,146 shares
    Change vs previous 13F -339 shares

    1.72% of the 13F portfolio, value $7,780,212.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, LLC
    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 24,485 shares
    Change vs previous 13F +293 shares

    1.74% of the 13F portfolio, value $7,723,223.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, LLC
    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 24,192 shares
    Change vs previous 13F -120 shares

    1.71% of the 13F portfolio, value $7,013,356.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, LLC
    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 24,312 shares
    Change vs previous 13F -109 shares

    1.58% of the 13F portfolio, value $5,963,780.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, LLC
    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 24,421 shares
    Change vs previous 13F +120 shares

    1.52% of the 13F portfolio, value $5,854,005.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, LLC
    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 24,301 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $5,124,186.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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