Washington Trust’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.3M | Buy |
225,408
+4,471
| +2% | +$1.3M | 2.31% | 13 |
|
|
2025
Q1 | $54.2M | Buy |
220,937
+31,261
| +16% | +$7.67M | 2.08% | 13 |
|
|
2024
Q4 | $45.5M | Sell |
189,676
-5,152
| -3% | -$1.23M | 1.63% | 17 |
|
|
2024
Q3 | $41.1M | Sell |
194,828
-6,695
| -3% | -$1.41M | 1.44% | 17 |
|
|
2024
Q2 | $40.8M | Sell |
201,523
-6,559
| -3% | -$1.33M | 1.49% | 17 |
|
|
2024
Q1 | $41.7M | Sell |
208,082
-9,365
| -4% | -$1.88M | 1.53% | 17 |
|
|
2023
Q4 | $37M | Sell |
217,447
-6,694
| -3% | -$1.14M | 1.46% | 16 |
|
|
2023
Q3 | $32.5M | Sell |
224,141
-12,007
| -5% | -$1.74M | 1.43% | 16 |
|
|
2023
Q2 | $34.3M | Sell |
236,148
-75,889
| -24% | -$11M | 1.45% | 16 |
|
|
2023
Q1 | $40.7M | Sell |
312,037
-47,142
| -13% | -$6.14M | 1.83% | 13 |
|
|
2022
Q4 | $48.2M | Sell |
359,179
-14,724
| -4% | -$1.97M | 2.24% | 9 |
|
|
2022
Q3 | $39.1M | Sell |
373,903
-3,480
| -0.9% | -$364K | 1.97% | 11 |
|
|
2022
Q2 | $42.5M | Buy |
377,383
+1,751
| +0.5% | +$197K | 2% | 11 |
|
|
2022
Q1 | $51.2M | Buy |
375,632
+10,313
| +3% | +$1.41M | 2.03% | 11 |
|
|
2021
Q4 | $57.8M | Sell |
365,319
-41,349
| -10% | -$6.55M | 2.17% | 10 |
|
|
2021
Q3 | $66.6M | Sell |
406,668
-2,474
| -0.6% | -$405K | 1.88% | 10 |
|
|
2021
Q2 | $63.6M | Buy |
409,142
+1,089
| +0.3% | +$169K | 1.79% | 12 |
|
|
2021
Q1 | $62.1M | Sell |
408,053
-3,007
| -0.7% | -$458K | 1.91% | 9 |
|
|
2020
Q4 | $52.2M | Sell |
411,060
-3,424
| -0.8% | -$435K | 1.69% | 12 |
|
|
2020
Q3 | $39.9M | Sell |
414,484
-2,310
| -0.6% | -$222K | 1.47% | 15 |
|
|
2020
Q2 | $38.8M | Sell |
416,794
-18,626
| -4% | -$1.73M | 1.61% | 13 |
|
|
2020
Q1 | $39.2M | Sell |
435,420
-2,665
| -0.6% | -$240K | 1.87% | 11 |
|
|
2019
Q4 | $61.1M | Buy |
438,085
+32,740
| +8% | +$4.56M | 2.41% | 5 |
|
|
2019
Q3 | $50.6M | Buy |
405,345
+257
| +0.1% | +$32.1K | 2.71% | 6 |
|
|
2019
Q2 | $45.3M | Sell |
405,088
-1,041
| -0.3% | -$116K | 2.48% | 8 |
|
|
2019
Q1 | $45.7M | Sell |
406,129
-7,883
| -2% | -$888K | 2.56% | 7 |
|
|
2018
Q4 | $40.4M | Sell |
414,012
-7,639
| -2% | -$746K | 2.57% | 7 |
|
|
2018
Q3 | $47.6M | Sell |
421,651
-16,174
| -4% | -$1.83M | 2.55% | 7 |
|
|
2018
Q2 | $45.6M | Buy |
437,825
+10,393
| +2% | +$1.08M | 2.44% | 7 |
|
|
2018
Q1 | $47M | Sell |
427,432
-25,501
| -6% | -$2.8M | 2.75% | 5 |
|
|
2017
Q4 | $48.4M | Buy |
452,933
+5,024
| +1% | +$537K | 2.73% | 4 |
|
|
2017
Q3 | $42.8M | Sell |
447,909
-12,213
| -3% | -$1.17M | 2.54% | 5 |
|
|
2017
Q2 | $42.1M | Sell |
460,122
-2,860
| -0.6% | -$261K | 2.56% | 4 |
|
|
2017
Q1 | $40.7M | Sell |
462,982
-16,412
| -3% | -$1.44M | 2.58% | 4 |
|
|
2016
Q4 | $41.4M | Sell |
479,394
-13,326
| -3% | -$1.15M | 2.68% | 3 |
|
|
2016
Q3 | $32.8M | Sell |
492,720
-16,619
| -3% | -$1.11M | 2.16% | 8 |
|
|
2016
Q2 | $31.7M | Sell |
509,339
-10,241
| -2% | -$636K | 2.14% | 9 |
|
|
2016
Q1 | $30.8M | Buy |
519,580
+21,606
| +4% | +$1.28M | 2.05% | 11 |
|
|
2015
Q4 | $32.9M | Buy |
497,974
+343
| +0.1% | +$22.6K | 2.25% | 8 |
|
|
2015
Q3 | $30.3M | Buy |
497,631
+1,900
| +0.4% | +$116K | 2.19% | 8 |
|
|
2015
Q2 | $33.6M | Buy |
495,731
+4,494
| +0.9% | +$305K | 2.21% | 8 |
|
|
2015
Q1 | $29.8M | Buy |
491,237
+5,282
| +1% | +$320K | 1.98% | 13 |
|
|
2014
Q4 | $30.4M | Buy |
485,955
+29,659
| +6% | +$1.86M | 2.09% | 9 |
|
|
2014
Q3 | $27.5M | Sell |
456,296
-4,876
| -1% | -$294K | 2.01% | 10 |
|
|
2014
Q2 | $26.6M | Sell |
461,172
-4,534
| -1% | -$261K | 1.95% | 13 |
|
|
2014
Q1 | $28.3M | Sell |
465,706
-5,405
| -1% | -$328K | 2.13% | 9 |
|
|
2013
Q4 | $27.6M | Sell |
471,111
-55,084
| -10% | -$3.22M | 2.1% | 10 |
|
|
2013
Q3 | $27.2M | Sell |
526,195
-7,393
| -1% | -$382K | 2.18% | 7 |
|
|
2013
Q2 | $28.2M | Buy |
+533,588
| New | +$28.2M | 2.38% | 7 |
|