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Disclosery

Winthrop Advisory Group LLC: JPM position timeline

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

Winthrop Advisory Group LLC held 19,412 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,412 shares
    Change vs previous 13F +923 shares

    0.43% of the 13F portfolio, value $6,354,231.

    13F-HR 0001739043-26-000006 filed by Winthrop 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 18,489 shares
    Change vs previous 13F +1,239 shares

    0.44% of the 13F portfolio, value $5,438,781.

    13F-HR 0001739043-26-000004 filed by Winthrop 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/A 17,250 shares
    Change vs previous 13F -1,684 shares

    0.47% of the 13F portfolio, value $5,563,679.

    13F-HR/A 0001739043-26-000003 filed by Winthrop 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 18,934 shares
    Change vs previous 13F +427 shares

    0.52% of the 13F portfolio, value $5,972,443.

    13F-HR 0001739043-25-000007 filed by Winthrop 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 18,507 shares
    Change vs previous 13F +909 shares

    0.52% of the 13F portfolio, value $5,365,419.

    13F-HR 0001739043-25-000004 filed by Winthrop 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 17,598 shares
    Change vs previous 13F -661 shares

    0.52% of the 13F portfolio, value $4,316,745.

    13F-HR 0001739043-25-000003 filed by Winthrop 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 18,259 shares
    Change vs previous 13F +1,124 shares

    0.53% of the 13F portfolio, value $4,376,805.

    13F-HR 0001739043-25-000002 filed by Winthrop 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 17,135 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,613,150.

    13F-HR 0001739043-24-000009 filed by Winthrop Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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