Winthrop Advisory Group LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1739043 BOSTON, MA

Position in JPM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$6,354,129

+$915,406 QoQ

Shares Held

19,412

+5.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.02%

of 13F equity value

Holder Rank

#1,870

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

Winthrop Advisory Group LLC holds $8,740,670 across 3 Banks - Diversified names. JPM ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	19,412	$6,354,129
2	BAC	Bank Of America Corp /De/	34,063	$1,940,909
3	C	Citigroup Inc	3,184	$445,632

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,354,129	19,412	+5.0%	Shares	Sole	2026-07-17
2026-03-31	$5,438,723	18,489	+7.2%	Shares	Sole	2026-04-13
2025-12-31	$5,558,294	17,250	-8.9%	Shares	Sole	2026-01-21
2025-09-30	$5,972,351	18,934	+2.3%	Shares	Sole	2025-10-24
2025-06-30	$5,365,364	18,507	+5.2%	Shares	Sole	2025-07-23
2025-03-31	$4,316,789	17,598	-3.6%	Shares	Sole	2025-04-08
2024-12-31	$4,376,864	18,259	+6.6%	Shares	Sole	2025-01-13
2024-09-30	$3,613,086	17,135	+19.1%	Shares	Sole	2024-10-31
2024-06-30	$2,909,712	14,386	-0.1%	Shares	Sole	2024-07-18
2024-03-31	$2,883,719	14,397	-1.2%	Shares	Sole	2024-04-17
2023-12-31	$2,478,186	14,569	+30.0%	Shares	Sole	2024-01-10
2023-09-30	$1,625,529	11,209	+0.4%	Shares	Sole	2023-11-03
2023-06-30	$1,622,964	11,159	+5.5%	Shares	Sole	2023-08-02
2023-03-31	$1,377,767	10,573	+0.7%	Shares	Sole	2023-08-01
2022-12-31	$1,407,647	10,497	+2.8%	Shares	Sole	2023-08-03
2022-09-30	$1,067,258	10,213	-0.4%	Shares	Sole	2022-11-04
2022-06-30	$1,155,153	10,258	-4.8%	Shares	Sole	2022-07-21
2022-03-31	$1,469,529	10,780	+3.2%	Shares	Sole	2022-04-13
2021-12-31	$1,653,649	10,443	+2.0%	Shares	Sole	2022-01-12
2021-09-30	$1,676,512	10,242	+2.6%	Shares	Sole	2021-10-14
2021-06-30	$1,552,444	9,981	-3.7%	Shares	Sole	2021-07-14
2021-03-31	$1,577,407	10,362	+4.2%	Shares	Sole	2021-04-23
2020-12-31	$1,263,838	9,946	+10.1%	Shares	Sole	2021-01-25
2020-09-30	$869,414	9,031	+12.6%	Shares	Sole	2020-10-20
2020-06-30	$754,267	8,019	-4.7%	Shares	Sole	2020-07-17
2020-03-31	$757,782	8,417	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.