Position in JPM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,559,345
+$736,900 QoQ
Shares Held
29,204
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,505
of 5,058 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $10,677,033 across 6 Banks - Diversified names. JPM ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
29,204 | $9,559,345 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
5,959 | $492,451 | |
| 3 | BAC |
Bank Of America Corp /De/
|
4,931 | $280,967 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,897 | $274,324 | |
| 5 | C |
Citigroup Inc
|
414 | $57,943 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
479 | $12,003 |
All Filings in JPM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,559,345 | 29,204 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $8,822,445 | 29,992 | Shares | Other | 2026-04-06 | |
| 2025-12-31 | $9,889,898 | 30,693 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,740,793 | 30,881 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $9,082,300 | 31,328 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $7,755,404 | 31,616 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $7,627,811 | 31,821 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $6,780,835 | 32,158 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,521,063 | 32,241 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,336,891 | 31,637 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,467,693 | 32,144 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,699,662 | 32,407 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,671,968 | 32,123 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,295,016 | 32,960 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,441,525 | 33,121 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,664,187 | 35,064 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,889,548 | 34,540 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,069,331 | 37,187 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $7,539,042 | 47,610 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||