LNWTC
Laird Norton Wetherby Trust Company’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.93M | Hold |
23,890
| – | – | 0.95% | 19 |
|
|
2025
Q1 | $5.86M | Hold |
23,890
| – | – | 0.94% | 21 |
|
|
2024
Q4 | $5.73M | Hold |
23,890
| – | – | 0.78% | 22 |
|
|
2024
Q3 | $5.04M | Hold |
23,890
| – | – | 0.66% | 24 |
|
|
2024
Q2 | $4.83M | Hold |
23,890
| – | – | 0.68% | 22 |
|
|
2024
Q1 | $4.79M | Hold |
23,890
| – | – | 0.65% | 25 |
|
|
2023
Q4 | $4.06M | Buy |
23,890
+16,174
| +210% | +$2.75M | 0.48% | 31 |
|
|
2023
Q3 | $1.12M | Hold |
7,716
| – | – | 0.14% | 38 |
|
|
2023
Q2 | $1.12M | Hold |
7,716
| – | – | 0.13% | 40 |
|
|
2023
Q1 | $1.01M | Sell |
7,716
-91
| -1% | -$11.9K | 0.13% | 41 |
|
|
2022
Q4 | $1.05M | Buy |
+7,807
| New | +$1.05M | 0.15% | 38 |
|
|
2022
Q3 | – | Sell |
-9,995
| Closed | -$1.13M | – | 97 |
|
|
2022
Q2 | $1.13M | Sell |
9,995
-4,198
| -30% | -$473K | 0.14% | 36 |
|
|
2022
Q1 | $1.93M | Sell |
14,193
-1,138
| -7% | -$155K | 0.18% | 45 |
|
|
2021
Q4 | $2.43M | Buy |
15,331
+2,292
| +18% | +$363K | 0.23% | 35 |
|
|
2021
Q3 | $2.13M | Buy |
13,039
+263
| +2% | +$43K | 0.22% | 37 |
|
|
2021
Q2 | $1.99M | Sell |
12,776
-974
| -7% | -$151K | 0.21% | 39 |
|
|
2021
Q1 | $1.75M | Buy |
13,750
+153
| +1% | +$19.5K | 0.19% | 39 |
|
|
2020
Q4 | $1.73M | Buy |
+13,597
| New | +$1.73M | 0.19% | 41 |
|