WTA
Washington Trust Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.08M | Sell |
31,328
-288
| -0.9% | -$83.5K | 0.74% | 35 |
|
|
2025
Q1 | $7.76M | Sell |
31,616
-205
| -0.6% | -$50.3K | 0.69% | 41 |
|
|
2024
Q4 | $7.63M | Sell |
31,821
-337
| -1% | -$80.8K | 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% | +$122K | 0.6% | 45 |
|
|
2024
Q1 | $6.34M | Sell |
31,637
-507
| -2% | -$102K | 0.58% | 44 |
|
|
2023
Q4 | $5.47M | Sell |
32,144
-263
| -0.8% | -$44.7K | 0.52% | 47 |
|
|
2023
Q3 | $4.7M | Buy |
32,407
+284
| +0.9% | +$41.2K | 0.48% | 49 |
|
|
2023
Q2 | $4.67M | Sell |
32,123
-837
| -3% | -$122K | 0.45% | 53 |
|
|
2023
Q1 | $4.3M | Sell |
32,960
-161
| -0.5% | -$21K | 0.44% | 54 |
|
|
2022
Q4 | $4.44M | Sell |
33,121
-1,943
| -6% | -$261K | 0.49% | 53 |
|
|
2022
Q3 | $3.66M | Buy |
35,064
+524
| +2% | +$54.8K | 0.34% | 65 |
|
|
2022
Q2 | $3.89M | Sell |
34,540
-2,647
| -7% | -$298K | 0.34% | 65 |
|
|
2022
Q1 | $5.07M | Sell |
37,187
-10,423
| -22% | -$1.42M | 0.36% | 65 |
|
|
2021
Q4 | $7.54M | Buy |
+47,610
| New | +$7.54M | 0.51% | 51 |
|