Winch Advisory Services, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1585822 Appleton, WI

Position in JPM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$7,725,969

+$682,014 QoQ

Shares Held

23,603

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#1,683

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winch Advisory Services, LLC holds $13,066,794 across 11 Banks - Diversified names. JPM ranks #1 (59.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,603	$7,725,969
2	C	Citigroup Inc	34,938	$4,889,922
3	WFC	Wells Fargo & Company/Mn	2,826	$233,540
4	BAC	Bank Of America Corp /De/	1,829	$104,216
5	BMO	Bank Of Montreal /Can/	350	$61,845
6	UBS	UBS Group AG	303	$15,016
7	ING	Ing Groep NV	341	$10,700
8	SAN	Banco Santander, S.A.	541	$7,465

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,725,969	23,603	-1.4%	Shares	Sole	2026-08-06
2026-03-31	$7,043,955	23,946	-0.8%	Shares	Sole	2026-04-30
2025-12-31	$7,780,324	24,146	-1.4%	Shares	Sole	2026-02-03
2025-09-30	$7,723,303	24,485	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$7,013,502	24,192	-0.5%	Shares	Sole	2025-08-07
2025-03-31	$5,963,733	24,312	-0.4%	Shares	Sole	2025-05-06
2024-12-31	$5,853,957	24,421	+0.5%	Shares	Sole	2025-01-14
2024-09-30	$5,124,108	24,301	+0.0%	Shares	Sole	2024-10-21
2024-06-30	$4,912,693	24,289	+1.4%	Shares	Sole	2024-07-31
2024-03-31	$4,799,188	23,960	-1.1%	Shares	Sole	2024-05-14
2023-12-31	$4,121,182	24,228	+0.6%	Shares	Sole	2024-01-18
2023-09-30	$3,493,386	24,089	-0.7%	Shares	Sole	2023-11-06
2023-06-30	$3,526,774	24,249	+1.2%	Shares	Sole	2023-08-08
2023-03-31	$3,121,966	23,958	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$3,191,177	23,797	-0.3%	Shares	Sole	2023-01-26
2022-09-30	$2,493,265	23,859	-0.7%	Shares	Sole	2022-10-31
2022-06-30	$2,705,342	24,024	+0.2%	Shares	Sole	2022-08-12
2022-03-31	$3,268,408	23,976	-2.6%	Shares	Sole	2022-04-26
2021-12-31	$3,899,843	24,628	+0.4%	Shares	Sole	2022-02-04
2021-09-30	$4,013,351	24,518	+1.6%	Shares	Sole	2021-11-10
2021-06-30	$3,752,713	24,127	+2.4%	Shares	Sole	2021-08-05
2021-03-31	$3,587,147	23,564	+3.3%	Shares	Sole	2021-05-03
2020-12-31	$2,898,593	22,811	+1.1%	Shares	Sole	2021-02-09
2020-09-30	$2,172,910	22,571	+4.2%	Shares	Sole	2020-11-04
2020-06-30	$2,038,280	21,670	+309.0%	Shares	Sole	2020-08-12
2020-03-31	$476,978	5,298	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.