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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
Q2 		$9.56M Sell
29,204
-788
-3% -$245K 0.71% 36
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Washington Trust Advisors's JPM Position: Q2 2026 in Review

Washington Trust Advisors reduced its JPMorgan Chase (JPM) stake by 2.6% in Q2 2026, selling an estimated $245K and leaving 29,204 shares worth $9.56M. The position accounts for 0.71% of the portfolio, ranked #36.

Washington Trust Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.89M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Washington Trust Advisors held 29,204 shares of JPMorgan Chase worth $9.56M as of Q2 2026.
  • Washington Trust Advisors sold 788 JPMorgan Chase shares in Q2 2026, an estimated $245K.
  • JPMorgan Chase made up 0.71% of Washington Trust Advisors's portfolio in Q2 2026, its #36 holding.
  • Washington Trust Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's JPMorgan Chase position peaked at $9.89M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.