Windsor Advisory Group’s JPMorgan Chase JPM Stock Holding History

Windsor Advisory Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$852K	Sell	2,603 -1,771	-40%	-$550K	0.62%	27
2026 Q1	$1.29M	Buy	4,374 +32	+0.7%	+$9.71K	1.08%	21
2025 Q4	$1.4M	Sell	4,342 -273	-6%	-$84.5K	1.25%	13
2025 Q3	$1.46M	Sell	4,615 -1,323	-22%	-$393K	1.29%	15
2025 Q2	$1.72M	Sell	5,938 -1,362	-19%	-$348K	2.44%	7
2025 Q1	$1.79M	Sell	7,300 -32	-0.4%	-$8.16K	2.31%	7
2024 Q4	$1.76M	Sell	7,332 -895	-11%	-$208K	2.04%	7
2024 Q3	$1.73M	Buy	+8,227	New	+$1.73M	1.96%	10
2023 Q1	–	Sell	-2,702	Closed	-$362K	–	74
2022 Q4	$362K	Buy	+2,702	New	+$342K	0.96%	27

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Windsor Advisory Group's JPM Position: Q2 2026 in Review

Windsor Advisory Group reduced its JPMorgan Chase (JPM) stake by 40% in Q2 2026, selling an estimated $550K and leaving 2,603 shares worth $852K. The position accounts for 0.62% of the portfolio, ranked #27.

Windsor Advisory Group first reported a position in JPM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.79M in Q1 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Windsor Advisory Group held 2,603 shares of JPMorgan Chase worth $852K as of Q2 2026.
Windsor Advisory Group sold 1,771 JPMorgan Chase shares in Q2 2026, an estimated $550K.
JPMorgan Chase made up 0.62% of Windsor Advisory Group's portfolio in Q2 2026, its #27 holding.
Windsor Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 9 quarters since.
Windsor Advisory Group's JPMorgan Chase position peaked at $1.79M in Q1 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.