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Windsor Capital Management, LLC → JPM-PM

Windsor Capital Management, LLC JPM-PM Position History

JPM-PM

Quarters held
22
Latest value
$4.7M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.2M
Q4 2025$4.3M
Q4 2025$4.5M
Q4 2025$7.2M
Q4 2025$5M
Q1 2026$2.9M
Q1 2026$4.3M
Q1 2026$4.5M
Q1 2026$7.2M
Q1 2026$5M
Q2 2026$3M
Q2 2026$313K
Q2 2026$4.5M
Q2 2026$5M
Q2 2026$7.4M
Q2 2026$4.9M
Q3 2026$3.1M
Q3 2026$434K
Q3 2026$4.6M
Q3 2026$4.9M
Q3 2026$7.3M
Q3 2026$4.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.7M104.9K——
Q3 2026$7.3M157.3K——
Q3 2026$4.9M97.0K——
Q3 2026$4.6M81.3K——
Q3 2026$434K5.3K——
Q3 2026$3.1M9.3K——
Q2 2026$4.9M105.9K——
Q2 2026$7.4M153.9K——
Q2 2026$5M98.2K——
Q2 2026$4.5M79.4K——
Q2 2026$313K3.8K——
Q2 2026$3M9.1K——
Q1 2026$5M108.2K——
Q1 2026$7.2M151.6K——
Q1 2026$4.5M89.3K——
Q1 2026$4.3M76.7K——
Q1 2026$2.9M9.9K——
Q4 2025$5M108.4K——
Q4 2025$7.2M148.1K——
Q4 2025$4.5M89.1K——
Q4 2025$4.3M75.8K——
Q4 2025$3.2M9.8K——

Other funds holding JPM-PM

Other Windsor Capital Management, LLC positions

ETHA

ISHARES TR

$48.1M
ETHA

ISHARES TR

$44.3M
ETHA

ISHARES TR

$40.5M
ETHA

ISHARES TR

$38.1M
STT-PG

SPDR SERIES TRUST

$20.7M
STT-PG

SPDR SERIES TRUST

$20.2M
STT-PG

SPDR SERIES TRUST

$19.6M
STT-PG

SPDR SERIES TRUST

$19.5M