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Windsor Capital Management’s JPMorgan Chase JPM Stock Holding History

Windsor Capital Management’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 		$2.99M Sell
9,139
-748
-8% -$232K 0.78% 29
2026
Q1 		$2.91M Buy
9,887
+83
+0.8% +$25.2K 0.82% 30
2025
Q4 		$3.16M Sell
9,804
-8
-0.1% -$2.48K 0.87% 29
2025
Q3 		$3.1M Sell
9,812
-179
-2% -$53.2K 0.85% 29
2025
Q2 		$2.9M Sell
9,991
-494
-5% -$126K 0.84% 31
2025
Q1 		$2.57M Sell
10,485
-98
-0.9% -$25K 0.79% 30
2024
Q4 		$2.54M Sell
10,583
-456
-4% -$106K 0.75% 31
2024
Q3 		$2.33M Sell
11,039
-238
-2% -$50.1K 0.68% 32
2024
Q2 		$2.28M Sell
11,277
-128
-1% -$25K 0.71% 31
2024
Q1 		$2.28M Sell
11,405
-139
-1% -$25.1K 0.71% 32
2023
Q4 		$1.96M Sell
11,544
-396
-3% -$60K 0.64% 33
2023
Q3 		$1.73M Buy
11,940
+189
+2% +$28.3K 0.6% 33
2023
Q2 		$1.71M Hold
11,751
– – 0.57% 35
2023
Q1 		$1.53M Sell
11,751
-127
-1% -$17.4K 0.53% 35
2022
Q4 		$1.59M Sell
11,878
-378
-3% -$47.9K 0.58% 35
2022
Q3 		$1.28M Sell
12,256
-52
-0.4% -$5.97K 0.48% 37
2022
Q2 		$1.39M Sell
12,308
-110
-0.9% -$13.6K 0.49% 38
2022
Q1 		$1.69M Buy
12,418
+171
+1% +$25.2K 0.53% 37
2021
Q4 		$1.94M Buy
12,247
+9
+0.1% +$1.48K 0.58% 35
2021
Q3 		$2M Sell
12,238
-163
-1% -$25.6K 0.64% 34
2021
Q2 		$1.93M Sell
12,401
-421
-3% -$66.1K 0.64% 34
2021
Q1 		$1.95M Sell
12,822
-144
-1% -$20.7K 0.68% 33
2020
Q4 		$1.65M Sell
12,966
-501
-4% -$56K 0.62% 35
2020
Q3 		$1.3M Sell
13,467
-70
-0.5% -$6.87K 0.54% 41
2020
Q2 		$1.27M Buy
13,537
+775
+6% +$73.5K 0.55% 40
2020
Q1 		$1.15M Buy
12,762
+155
+1% +$18.8K 0.58% 39
2019
Q4 		$1.76M Buy
12,607
+153
+1% +$19.6K 0.74% 32
2019
Q3 		$1.47M Sell
12,454
-811
-6% -$91.7K 0.65% 41
2019
Q2 		$1.48M Buy
13,265
+47
+0.4% +$5.18K 0.68% 38
2019
Q1 		$1.34M Sell
13,218
-127
-1% -$13.1K 0.63% 40
2018
Q4 		$1.3M Buy
13,345
+753
+6% +$80.2K 0.67% 37
2018
Q3 		$1.42M Buy
12,592
+257
+2% +$29.2K 0.64% 40
2018
Q2 		$1.28M Buy
12,335
+193
+2% +$21.2K 0.6% 44
2018
Q1 		$1.33M Buy
12,142
+130
+1% +$14.7K 0.63% 43
2017
Q4 		$1.28M Buy
12,012
+6,644
+124% +$673K 0.6% 41
2017
Q3 		$490K Hold
5,368
– – 0.25% 79
2017
Q2 		$490K Sell
5,368
-874
-14% -$75.4K 0.25% 80
2017
Q1 		$548K Sell
6,242
-1,780
-22% -$157K 0.28% 73
2016
Q4 		$692K Buy
8,022
+448
+6% +$34.2K 0.37% 57
2016
Q3 		$504K Buy
7,574
+214
+3% +$14K 0.28% 78
2016
Q2 		$457K Buy
7,360
+1,085
+17% +$67.8K 0.27% 79
2016
Q1 		$371K Buy
6,275
+827
+15% +$48.3K 0.23% 84
2015
Q4 		$359K Sell
5,448
-135
-2% -$8.79K 0.22% 80
2015
Q3 		$340K Sell
5,583
-432
-7% -$28.3K 0.2% 83
2015
Q2 		$407K Buy
6,015
+275
+5% +$18K 0.24% 73
2015
Q1 		$348K Buy
5,740
+490
+9% +$29K 0.2% 81
2014
Q4 		$329K Buy
5,250
+56
+1% +$3.37K 0.19% 76
2014
Q3 		$313K Sell
5,194
-386
-7% -$22.6K 0.18% 76
2014
Q2 		$322K Buy
5,580
+483
+9% +$27.2K 0.18% 71
2014
Q1 		$309K Buy
5,097
+1,213
+31% +$70.1K 0.18% 73
2013
Q4 		$227K Buy
3,884
+250
+7% +$13.7K 0.13% 75
2013
Q3 		$188K Buy
3,634
+14
+0.4% +$751 0.11% 80
2013
Q2 		$191K Buy
+3,620
New +$184K 0.11% 76

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Windsor Capital Management's JPM Position: Q2 2026 in Review

Windsor Capital Management reduced its JPMorgan Chase (JPM) stake by 7.6% in Q2 2026, selling an estimated $232K and leaving 9,139 shares worth $2.99M. The position accounts for 0.78% of the portfolio, ranked #29.

Windsor Capital Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.16M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Windsor Capital Management held 9,139 shares of JPMorgan Chase worth $2.99M as of Q2 2026.
  • Windsor Capital Management sold 748 JPMorgan Chase shares in Q2 2026, an estimated $232K.
  • JPMorgan Chase made up 0.78% of Windsor Capital Management's portfolio in Q2 2026, its #29 holding.
  • Windsor Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
  • Windsor Capital Management's JPMorgan Chase position peaked at $3.16M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.