WTB
Washington Trust Bank’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Buy |
99,680
+1,379
| +1% | +$400K | 2.43% | 10 |
|
|
2025
Q1 | $24.1M | Buy |
98,301
+87
| +0.1% | +$21.3K | 2.42% | 6 |
|
|
2024
Q4 | $23.5M | Sell |
98,214
-6,645
| -6% | -$1.59M | 2.26% | 11 |
|
|
2024
Q3 | $22.1M | Sell |
104,859
-2,909
| -3% | -$613K | 2.12% | 12 |
|
|
2024
Q2 | $21.8M | Sell |
107,768
-2,106
| -2% | -$426K | 2.16% | 10 |
|
|
2024
Q1 | $22M | Sell |
109,874
-2,571
| -2% | -$515K | 2.1% | 9 |
|
|
2023
Q4 | $19.1M | Buy |
112,445
+1,457
| +1% | +$248K | 1.69% | 14 |
|
|
2023
Q3 | $16.1M | Buy |
110,988
+19
| +0% | +$2.76K | 1.68% | 15 |
|
|
2023
Q2 | $16.1M | Buy |
110,969
+2,400
| +2% | +$349K | 1.65% | 15 |
|
|
2023
Q1 | $14.1M | Buy |
108,569
+7,738
| +8% | +$1.01M | 1.51% | 18 |
|
|
2022
Q4 | $13.5M | Sell |
100,831
-1,583
| -2% | -$212K | 1.53% | 18 |
|
|
2022
Q3 | $10.7M | Sell |
102,414
-1,172
| -1% | -$122K | 1.36% | 22 |
|
|
2022
Q2 | $11.7M | Buy |
103,586
+4,680
| +5% | +$527K | 1.5% | 20 |
|
|
2022
Q1 | $13.5M | Buy |
98,906
+2,599
| +3% | +$354K | 1.56% | 20 |
|
|
2021
Q4 | $15.3M | Buy |
96,307
+459
| +0.5% | +$72.7K | 1.47% | 21 |
|
|
2021
Q3 | $15.7M | Buy |
95,848
+2,389
| +3% | +$391K | 1.83% | 12 |
|
|
2021
Q2 | $14.5M | Sell |
93,459
-728
| -0.8% | -$113K | 1.72% | 13 |
|
|
2021
Q1 | $14.3M | Sell |
94,187
-1,338
| -1% | -$204K | 1.77% | 7 |
|
|
2020
Q4 | $12.1M | Sell |
95,525
-179
| -0.2% | -$22.7K | 1.58% | 16 |
|
|
2020
Q3 | $9.21M | Sell |
95,704
-2,518
| -3% | -$242K | 1.36% | 21 |
|
|
2020
Q2 | $9.24M | Buy |
98,222
+1,163
| +1% | +$109K | 1.47% | 16 |
|
|
2020
Q1 | $8.74M | Sell |
97,059
-5,270
| -5% | -$474K | 1.68% | 11 |
|
|
2019
Q4 | $14.3M | Sell |
102,329
-1,898
| -2% | -$265K | 2.03% | 6 |
|
|
2019
Q3 | $12.3M | Sell |
104,227
-1,323
| -1% | -$156K | 2.01% | 5 |
|
|
2019
Q2 | $11.8M | Sell |
105,550
-2,910
| -3% | -$325K | 1.92% | 7 |
|
|
2019
Q1 | $11M | Buy |
108,460
+3,882
| +4% | +$393K | 1.75% | 7 |
|
|
2018
Q4 | $10.2M | Sell |
104,578
-1,557
| -1% | -$152K | 1.34% | 15 |
|
|
2018
Q3 | $12M | Sell |
106,135
-6,144
| -5% | -$693K | 1.78% | 6 |
|
|
2018
Q2 | $11.7M | Sell |
112,279
-171
| -0.2% | -$17.8K | 1.63% | 9 |
|
|
2018
Q1 | $12.4M | Buy |
112,450
+280
| +0.2% | +$30.8K | 1.77% | 7 |
|
|
2017
Q4 | $12M | Buy |
112,170
+2,969
| +3% | +$317K | 1.75% | 6 |
|
|
2017
Q3 | $10.4M | Buy |
109,201
+49,181
| +82% | +$4.7M | 1.65% | 8 |
|
|
2017
Q2 | $5.49M | Buy |
60,020
+69
| +0.1% | +$6.31K | 1.18% | 15 |
|
|
2017
Q1 | $5.27M | Sell |
59,951
-5,389
| -8% | -$473K | 1.14% | 16 |
|
|
2016
Q4 | $5.64M | Sell |
65,340
-2,783
| -4% | -$240K | 1.27% | 11 |
|
|
2016
Q3 | $4.54M | Buy |
68,123
+1,324
| +2% | +$88.2K | 1.09% | 16 |
|
|
2016
Q2 | $4.15M | Buy |
66,799
+1,637
| +3% | +$102K | 1.07% | 17 |
|
|
2016
Q1 | $3.86M | Sell |
65,162
-311
| -0.5% | -$18.4K | 1% | 18 |
|
|
2015
Q4 | $4.32M | Sell |
65,473
-1,282
| -2% | -$84.6K | 0.94% | 23 |
|
|
2015
Q3 | $4.07M | Sell |
66,755
-5,861
| -8% | -$357K | 1.08% | 13 |
|
|
2015
Q2 | $4.92M | Buy |
72,616
+596
| +0.8% | +$40.4K | 1.2% | 12 |
|
|
2015
Q1 | $4.36M | Buy |
72,020
+2,872
| +4% | +$174K | 1.05% | 12 |
|
|
2014
Q4 | $4.33M | Buy |
69,148
+7,174
| +12% | +$449K | 1.13% | 14 |
|
|
2014
Q3 | $3.73M | Sell |
61,974
-60,888
| -50% | -$3.67M | 1.17% | 13 |
|
|
2014
Q2 | $7.08M | Buy |
122,862
+598
| +0.5% | +$34.5K | 1.44% | 10 |
|
|
2014
Q1 | $7.42M | Buy |
+122,264
| New | +$7.42M | 1.57% | 10 |
|
|
2013
Q4 | – | Sell |
-87,780
| Closed | -$4.54M | – | 51 |
|
|
2013
Q3 | $4.54M | Buy |
87,780
+4,467
| +5% | +$231K | 1.18% | 20 |
|
|
2013
Q2 | $4.4M | Buy |
+83,313
| New | +$4.4M | 1.27% | 16 |
|