JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionWashington Trust Bank
Latest Disclosed Ownership85,949 shares
Latest Disclosed Value $ 25,282,758
Washington Trust Bank reports 6.99% decrease in ownership of JPM / JPMorgan Chase & Co.

On May 7, 2026 - Washington Trust Bank filed a 13F-HR form disclosing ownership of 85,949 shares of JPMorgan Chase & Co. (MX:JPM) valued at $25,282,758 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 92,404 shares of JPMorgan Chase & Co.. This represents a change in shares of -6.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F JPMORGAN CHASE COM 46625H100 85,949 -6,455 -6.99 25,283 -15.09 1.8648
2026-02-04 2025-12-31 13F JPMORGAN CHASE COM 46625H100 92,404 -2,522 -2.66 29,774 -0.56 2.0858
2025-10-24 2025-09-30 13F JPMORGAN CHASE COM 46625H100 94,926 -4,754 -4.77 29,943 3.61 2.1943
2025-08-06 2025-06-30 13F JPMORGAN CHASE COM 46625H100 99,680 1,379 1.40 28,898 19.84 2.4339
2025-04-30 2025-03-31 13F JPMORGAN CHASE COM 46625H100 98,301 87 0.09 24,113 2.43 2.4153
2025-02-11 2024-12-31 13F JPMorgan Chase COM 46625H100 98,214 -6,645 -6.34 23,543 6.48 2.2612
2024-10-31 2024-09-30 13F JPMorgan Chase COM 46625H100 104,859 -2,909 -2.70 22,111 1.44 2.1167
2024-07-29 2024-06-30 13F JPMorgan Chase COM 46625H100 107,768 -2,106 -1.92 21,797 -0.95 2.1558
2024-05-14 2024-03-31 13F JPMorgan Chase COM 46625H100 109,874 -2,571 -2.29 22,008 15.06 2.0977
2024-02-14 2023-12-31 13F JPMorgan Chase COM 46625H100 112,445 1,457 1.31 19,127 18.83 1.6948
2023-11-06 2023-09-30 13F JPMorgan Chase COM 46625H100 110,988 19 0.02 16,095 -0.27 1.6814
2023-08-10 2023-06-30 13F JPMorgan Chase COM 46625H100 110,969 2,400 2.21 16,139 14.08 1.6475
2023-05-15 2023-03-31 13F JPMorgan Chase COM 46625H100 108,569 7,738 7.67 14,148 108,723.08 1.5135
2023-02-06 2022-12-31 13F JPMorgan Chase COM 46625H100 100,831 -1,583 -1.55 14 -99.88 1.5334
2022-11-16 2022-09-30 13F JPMorgan Chase COM 46625H100 102,414 -1,172 -1.13 10,702 -8.26 1.3605
2022-08-04 2022-06-30 13F JPMorgan Chase COM 46625H100 103,586 4,680 4.73 11,665 -13.48 1.4980
2022-05-13 2022-03-31 13F JPMorgan Chase COM 46625H100 98,906 2,599 2.70 13,483 -11.59 1.5597
2022-02-09 2021-12-31 13F JPMorgan Chase COM 46625H100 96,307 459 0.48 15,250 -2.80 1.4749
2021-10-27 2021-09-30 13F JPMorgan Chase COM 46625H100 95,848 2,389 2.56 15,689 7.93 1.8326
2021-07-28 2021-06-30 13F JPMorgan Chase COM 46625H100 93,459 -728 -0.77 14,536 1.38 1.7222
2021-04-22 2021-03-31 13F JPMorgan Chase COM 46625H100 94,187 -1,338 -1.40 14,338 18.12 1.7663
2021-02-08 2020-12-31 13F JPMorgan Chase COM 46625H100 95,525 -179 -0.19 12,138 31.75 1.5835
2020-11-12 2020-09-30 13F JPMorgan Chase COM 46625H100 95,704 -2,518 -2.56 9,213 -0.28 1.3630
2020-07-29 2020-06-30 13F JPMorgan Chase COM 46625H100 98,222 1,163 1.20 9,239 5.73 1.4696
2020-05-01 2020-03-31 13F JPMorgan Chase COM 46625H100 97,059 -5,270 -5.15 8,738 -38.75 1.6763
2020-01-29 2019-12-31 13F JPMorgan Chase COM 46625H100 102,329 -1,898 -1.82 14,265 16.30 2.0289
2019-10-29 2019-09-30 13F JPMorgan Chase COM 46625H100 104,227 -1,323 -1.25 12,266 3.95 2.0072
2019-07-26 2019-06-30 13F JPMorgan Chase COM 46625H100 105,550 -2,910 -2.68 11,800 7.48 1.9191
2019-04-09 2019-03-31 13F JPMorgan Chase COM 46625H100 108,460 3,882 3.71 10,979 7.54 1.7499
2019-02-13 2018-12-31 13F JP MORGAN CHASE COM 46625H100 104,578 -1,557 -1.47 10,209 -14.76 1.3405
2018-11-14 2018-09-30 13F JP MORGAN CHASE COM 46625H100 106,135 -6,144 -5.47 11,977 2.38 1.7790
2018-07-03 2018-06-30 13F JP MORGAN CHASE COM 46625H100 112,279 -171 -0.15 11,699 -5.39 1.6290
2018-04-03 2018-03-31 13F JP MORGAN CHASE COM 46625H100 112,450 280 0.25 12,366 3.09 1.7740
2018-01-03 2017-12-31 13F JP MORGAN CHASE COM 46625H100 112,170 2,969 2.72 11,995 15.02 1.7541
2017-10-05 2017-09-30 13F JP MORGAN CHASE COM 46625H100 109,201 49,181 81.94 10,429 90.10 1.6542
2017-07-20 2017-06-30 13F JPMorgan Chase COM 46625H100 60,020 69 0.12 5,486 4.18 1.1768
2017-04-18 2017-03-31 13F JPMorgan Chase COM 46625H100 59,951 -5,389 -8.25 5,266 -6.60 1.1366
2017-01-17 2016-12-31 13F JPMorgan Chase COM 46625H100 65,340 -2,783 -4.09 5,638 24.29 1.2710
2016-10-04 2016-09-30 13F JPMorgan Chase COM 46625H100 68,123 1,324 1.98 4,536 9.27 1.0910
2016-07-07 2016-06-30 13F JPMorgan Chase COM 46625H100 66,799 1,637 2.51 4,151 7.57 1.0746
2016-04-25 2016-03-31 13F JPMorgan Chase COM 46625H100 65,162 -311 -0.48 3,859 -10.73 0.9972
2016-01-21 2015-12-31 13F JPMorgan Chase COM 46625H100 65,473 -1,282 -1.92 4,323 6.22 0.9414
2015-10-07 2015-09-30 13F JPMorgan Chase Common Stock 46625H100 66,755 -5,861 -8.07 4,070 -17.28 1.0817
2015-07-10 2015-06-30 13F JPMorgan Chase Common Stock 46625H100 72,616 596 0.83 4,920 12.77 1.2004
2015-04-17 2015-03-31 13F JPMorgan Chase Common Stock 46625H100 72,020 2,872 4.15 4,363 0.83 1.0514
2015-01-15 2014-12-31 13F JPMorgan Chase Common Stock 46625H100 69,148 7,174 11.58 4,327 15.91 1.1293
2014-11-21 2014-09-30 13F JPMorgan Chase Common Stock 46625H100 61,974 -60,888 -49.56 3,733 -47.27 1.1713
2014-08-08 2014-06-30 13F JPMorgan Chase Common Stock 46625H100 122,862 598 0.49 7,079 -4.63 1.4391
2014-05-15 2014-03-31 13F JPMorgan Chase Common Stock 46625H100 122,264 122,264 7,423 1,813.14 1.5676
2014-02-06 2013-12-31 13F JPMORGAN CHASE COM 46625H100 0 -87,780 -100.00 388 -91.45 0.7043
2013-11-15 2013-09-30 13F JPMORGAN CHASE COM 46625H100 87,780 4,467 5.36 4,538 3.18 1.1822
2013-08-13 2013-06-30 13F JPMORGAN CHASE COM 46625H100 83,313 83,313 4,398 1.2699
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.