Skip to content
Disclosery

Windsor Advisory Group, LLC: JPM position timeline

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

Windsor Advisory Group, LLC held 2,603 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,603 shares
    Change vs previous 13F -1,771 shares

    0.62% of the 13F portfolio, value $851,994.

    13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, 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 4,374 shares
    Change vs previous 13F +32 shares

    1.08% of the 13F portfolio, value $1,286,530.

    13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, 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 4,342 shares
    Change vs previous 13F -273 shares

    1.25% of the 13F portfolio, value $1,398,979.

    13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, 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 4,615 shares
    Change vs previous 13F -1,323 shares

    1.29% of the 13F portfolio, value $1,455,617.

    13F-HR 0001398344-25-020901 filed by Windsor Advisory Group, 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 5,938 shares
    Change vs previous 13F -1,362 shares

    2.44% of the 13F portfolio, value $1,721,421.

    13F-HR 0001398344-25-015393 filed by Windsor Advisory Group, 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 7,300 shares
    Change vs previous 13F -32 shares

    2.31% of the 13F portfolio, value $1,790,790.

    13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, 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 7,332 shares
    Change vs previous 13F -895 shares

    2.04% of the 13F portfolio, value $1,757,439.

    13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, 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 8,227 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $1,734,797.

    13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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