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Disclosery

Windsor Capital Management, LLC: JPM position timeline

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

Windsor Capital Management, LLC held 9,139 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,139 shares
    Change vs previous 13F -748 shares

    0.78% of the 13F portfolio, value $2,991,587.

    13F-HR 0001172661-26-002512 filed by Windsor Capital Management, 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 9,887 shares
    Change vs previous 13F +83 shares

    0.82% of the 13F portfolio, value $2,908,259.

    13F-HR 0001172661-26-001427 filed by Windsor Capital Management, 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 9,804 shares
    Change vs previous 13F -8 shares

    0.87% of the 13F portfolio, value $3,159,012.

    13F-HR 0001172661-26-000191 filed by Windsor Capital Management, 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 9,812 shares
    Change vs previous 13F -179 shares

    0.85% of the 13F portfolio, value $3,095,051.

    13F-HR 0001172661-25-004167 filed by Windsor Capital Management, 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 9,991 shares
    Change vs previous 13F -494 shares

    0.84% of the 13F portfolio, value $2,896,584.

    13F-HR 0001172661-25-002561 filed by Windsor Capital Management, 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 10,485 shares
    Change vs previous 13F -98 shares

    0.79% of the 13F portfolio, value $2,571,875.

    13F-HR 0001172661-25-001560 filed by Windsor Capital Management, 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 10,583 shares
    Change vs previous 13F -456 shares

    0.75% of the 13F portfolio, value $2,536,870.

    13F-HR 0001172661-25-000383 filed by Windsor Capital Management, 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 11,039 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,327,644.

    13F-HR 0001172661-24-004328 filed by Windsor Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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