JPMorgan Chase & Co. shares owned by Windsor Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Windsor Advisory Group
from 13F filings
Historical chart of Windsor Advisory Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Windsor Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Windsor Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 4.6k | 315.41 |
| 2025-06-30 | $1.7M | 5.9k | 289.90 |
| 2025-03-31 | $1.8M | 7.3k | 245.31 |
| 2024-12-31 | $1.8M | 7.3k | 239.69 |
| 2024-09-30 | $1.7M | 8.2k | 210.87 |
| 2022-12-31 | $362k | 2.7k | 134.11 |