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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Windsor Advisory Group's JPM Position: Q1 2026 in Review

Windsor Advisory Group increased its JPMorgan Chase (JPM) stake by 0.74% in Q1 2026, buying an estimated $9.71K and bringing the position to 4,374 shares worth $1.29M. The position accounts for 1.08% of the portfolio, ranked #21.

Windsor Advisory Group first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.79M in Q1 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Windsor Advisory Group held 4,374 shares of JPMorgan Chase worth $1.29M as of Q1 2026.
Windsor Advisory Group bought 32 JPMorgan Chase shares in Q1 2026, an estimated $9.71K.
JPMorgan Chase made up 1.08% of Windsor Advisory Group's portfolio in Q1 2026, its #21 holding.
Windsor Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
Windsor Advisory Group's JPMorgan Chase position peaked at $1.79M in Q1 2025.
5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Windsor Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.