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Washington Trust Advisors’s JPMorgan Chase JPM Stock Holding History

Washington Trust Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.82M Sell
29,992
-701
-2% -$213K 0.71% 39
2025
Q4 		$9.89M Sell
30,693
-188
-0.6% -$58.2K 0.76% 33
2025
Q3 		$9.74M Sell
30,881
-447
-1% -$133K 0.74% 36
2025
Q2 		$9.08M Sell
31,328
-288
-0.9% -$73.5K 0.74% 35
2025
Q1 		$7.76M Sell
31,616
-205
-0.6% -$52.3K 0.69% 41
2024
Q4 		$7.63M Sell
31,821
-337
-1% -$78.5K 0.64% 43
2024
Q3 		$6.78M Sell
32,158
-83
-0.3% -$17.5K 0.58% 44
2024
Q2 		$6.52M Buy
32,241
+604
+2% +$118K 0.6% 45
2024
Q1 		$6.34M Sell
31,637
-507
-2% -$91.5K 0.58% 44
2023
Q4 		$5.47M Sell
32,144
-263
-0.8% -$39.9K 0.52% 47
2023
Q3 		$4.7M Buy
32,407
+284
+0.9% +$42.6K 0.48% 49
2023
Q2 		$4.67M Sell
32,123
-837
-3% -$115K 0.45% 53
2023
Q1 		$4.3M Sell
32,960
-161
-0.5% -$22.1K 0.44% 54
2022
Q4 		$4.44M Sell
33,121
-1,943
-6% -$246K 0.49% 53
2022
Q3 		$3.66M Buy
35,064
+524
+2% +$60.1K 0.34% 65
2022
Q2 		$3.89M Sell
34,540
-2,647
-7% -$328K 0.34% 65
2022
Q1 		$5.07M Sell
37,187
-10,423
-22% -$1.54M 0.36% 65
2021
Q4 		$7.54M Buy
+47,610
New +$7.82M 0.51% 51

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Washington Trust Advisors's JPM Position: Q1 2026 in Review

Washington Trust Advisors reduced its JPMorgan Chase (JPM) stake by 2.3% in Q1 2026, selling an estimated $213K and leaving 29,992 shares worth $8.82M. The position accounts for 0.71% of the portfolio, ranked #39.

Washington Trust Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.89M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Washington Trust Advisors held 29,992 shares of JPMorgan Chase worth $8.82M as of Q1 2026.
  • Washington Trust Advisors sold 701 JPMorgan Chase shares in Q1 2026, an estimated $213K.
  • JPMorgan Chase made up 0.71% of Washington Trust Advisors's portfolio in Q1 2026, its #39 holding.
  • Washington Trust Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's JPMorgan Chase position peaked at $9.89M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.