Loring Wolcott & Coolidge Fiduciary Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $16.2M | Buy |
49,463
+3,909
| +9% | +$1.21M | 0.16% | 62 |
|
|
2026
Q1 | $14.1M | Sell |
45,554
-26,870
| -37% | -$8.15M | 0.14% | 65 |
|
|
2025
Q4 | $21.7M | Sell |
72,424
-902
| -1% | -$279K | 0.2% | 59 |
|
|
2025
Q3 | $21.6M | Sell |
73,326
-2,266
| -3% | -$674K | 0.19% | 58 |
|
|
2025
Q2 | $21.9M | Sell |
75,592
-1,397
| -2% | -$356K | 0.19% | 58 |
|
|
2025
Q1 | $18.5M | Sell |
76,989
-1,670
| -2% | -$426K | 0.18% | 59 |
|
|
2024
Q4 | $20.9M | Sell |
78,659
-1,708
| -2% | -$398K | 0.18% | 60 |
|
|
2024
Q3 | $18.1M | Buy |
80,367
+29,014
| +56% | +$6.11M | 0.16% | 63 |
|
|
2024
Q2 | $11M | Buy |
51,353
+2,641
| +5% | +$516K | 0.1% | 67 |
|
|
2024
Q1 | $9.23M | Sell |
48,712
-300
| -0.6% | -$54.1K | 0.09% | 70 |
|
|
2023
Q4 | $8.55M | Sell |
49,012
-1,239
| -2% | -$188K | 0.08% | 71 |
|
|
2023
Q3 | $7.11M | Sell |
50,251
-398
| -0.8% | -$59.7K | 0.08% | 74 |
|
|
2023
Q2 | $7.37M | Sell |
50,649
-3,526
| -7% | -$485K | 0.08% | 74 |
|
|
2023
Q1 | $7.06M | Sell |
54,175
-2,563
| -5% | -$351K | 0.08% | 75 |
|
|
2022
Q4 | $7.61M | Sell |
56,738
-829
| -1% | -$105K | 0.09% | 75 |
|
|
2022
Q3 | $6.02M | Sell |
57,567
-8
| -0% | -$918 | 0.08% | 76 |
|
|
2022
Q2 | $6.48M | Buy |
57,575
+1,488
| +3% | +$184K | 0.08% | 77 |
|
|
2022
Q1 | $7.65M | Buy |
56,087
+4,820
| +9% | +$711K | 0.08% | 75 |
|
|
2021
Q4 | $8.12M | Buy |
51,267
+3,131
| +7% | +$514K | 0.07% | 75 |
|
|
2021
Q3 | $7.88M | Sell |
48,136
-1,702
| -3% | -$267K | 0.08% | 75 |
|
|
2021
Q2 | $7.75M | Buy |
49,838
+3,354
| +7% | +$527K | 0.08% | 75 |
|
|
2021
Q1 | $7.08M | Sell |
46,484
-69
| -0.1% | -$9.93K | 0.08% | 74 |
|
|
2020
Q4 | $5.92M | Buy |
46,553
+1,564
| +3% | +$175K | 0.07% | 77 |
|
|
2020
Q3 | $4.33M | Sell |
44,989
-4,331
| -9% | -$425K | 0.05% | 86 |
|
|
2020
Q2 | $4.64M | Sell |
49,320
-1,807
| -4% | -$171K | 0.06% | 83 |
|
|
2020
Q1 | $4.6M | Sell |
51,127
-2,573
| -5% | -$313K | 0.08% | 78 |
|
|
2019
Q4 | $7.49M | Buy |
53,700
+325
| +0.6% | +$41.7K | 0.1% | 76 |
|
|
2019
Q3 | $6.28M | Buy |
53,375
+15
| +0% | +$1.7K | 0.09% | 78 |
|
|
2019
Q2 | $5.97M | Sell |
53,360
-239
| -0.4% | -$26.4K | 0.09% | 84 |
|
|
2019
Q1 | $5.43M | Sell |
53,599
-123
| -0.2% | -$12.7K | 0.08% | 88 |
|
|
2018
Q4 | $5.24M | Sell |
53,722
-5,004
| -9% | -$533K | 0.09% | 87 |
|
|
2018
Q3 | $6.63M | Sell |
58,726
-1,015
| -2% | -$115K | 0.11% | 84 |
|
|
2018
Q2 | $6.22M | Sell |
59,741
-700
| -1% | -$76.8K | 0.11% | 86 |
|
|
2018
Q1 | $6.65M | Buy |
60,441
+3,600
| +6% | +$408K | 0.12% | 88 |
|
|
2017
Q4 | $6.08M | Sell |
56,841
-2,455
| -4% | -$249K | 0.11% | 87 |
|
|
2017
Q3 | $5.66M | Buy |
59,296
+1,318
| +2% | +$122K | 0.11% | 90 |
|
|
2017
Q2 | $5.32M | Sell |
57,978
-31
| -0.1% | -$2.67K | 0.11% | 88 |
|
|
2017
Q1 | $5.09M | Sell |
58,009
-5,056
| -8% | -$446K | 0.11% | 93 |
|
|
2016
Q4 | $5.44M | Hold |
63,065
| – | – | 0.12% | 91 |
|
|
2016
Q3 | $4.2M | Buy |
63,065
+357
| +0.6% | +$23.3K | 0.1% | 94 |
|
|
2016
Q2 | $3.9M | Sell |
62,708
-71
| -0.1% | -$4.43K | 0.09% | 99 |
|
|
2016
Q1 | $3.72M | Sell |
62,779
-6,239
| -9% | -$364K | 0.09% | 97 |
|
|
2015
Q4 | $4.56M | Buy |
69,018
+1,895
| +3% | +$123K | 0.11% | 95 |
|
|
2015
Q3 | $4.55M | Hold |
67,123
| – | – | 0.12% | 91 |
|
|
2015
Q2 | $4.55M | Hold |
67,123
| – | – | 0.12% | 91 |
|
|
2015
Q1 | $4.07M | Sell |
67,123
-2,050
| -3% | -$121K | 0.1% | 94 |
|
|
2014
Q4 | $4.33M | Buy |
69,173
+7,250
| +12% | +$436K | 0.11% | 91 |
|
|
2014
Q3 | $3.73M | Sell |
61,923
-2,429
| -4% | -$142K | 0.1% | 96 |
|
|
2014
Q2 | $3.71M | Buy |
64,352
+1,095
| +2% | +$61.6K | 0.1% | 93 |
|
|
2014
Q1 | $3.84M | Sell |
63,257
-1,694
| -3% | -$97.9K | 0.11% | 95 |
|
|
2013
Q4 | $3.8M | Buy |
64,951
+4,711
| +8% | +$258K | 0.1% | 98 |
|
|
2013
Q3 | $3.11M | Buy |
60,240
+1,358
| +2% | +$72.8K | 0.1% | 103 |
|
|
2013
Q2 | $3.11M | Buy |
+58,882
| New | +$2.99M | 0.1% | 107 |
|
Other funds holding JPM
Loring Wolcott & Coolidge Fiduciary Advisors's JPM Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, buying an estimated $1.21M and bringing the position to 49,463 shares worth $16.2M. The position accounts for 0.16% of the portfolio, ranked #62.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $21.9M in Q2 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 49,463 shares of JPMorgan Chase worth $16.2M as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 3,909 JPMorgan Chase shares in Q2 2026, an estimated $1.21M.
- JPMorgan Chase made up 0.16% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #62 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's JPMorgan Chase position peaked at $21.9M in Q2 2025.
- 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.