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Laird Norton Wetherby Trust Company’s JPMorgan Chase JPM Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54.9M Sell
167,828
-1,405
-0.8% -$436K 1.06% 17
2026
Q1 		$49.8M Sell
169,233
-6,316
-4% -$1.92M 1.09% 16
2025
Q4 		$56.6M Buy
175,549
+151,659
+635% +$47M 1.18% 14
2025
Q3 		$7.54M Hold
23,890
– – 1.29% 18
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% +$2.45M 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% -$12.5K 0.13% 41
2022
Q4 		$1.05M Buy
+7,807
New +$989K 0.15% 38
2022
Q3 		– Sell
-9,995
Closed -$1.13M – 97
2022
Q2 		$1.13M Sell
9,995
-4,198
-30% -$520K 0.14% 36
2022
Q1 		$1.93M Sell
14,193
-1,138
-7% -$168K 0.18% 45
2021
Q4 		$2.43M Buy
15,331
+2,292
+18% +$376K 0.23% 35
2021
Q3 		$2.13M Buy
13,039
+263
+2% +$41.2K 0.22% 37
2021
Q2 		$1.99M Sell
12,776
-974
-7% -$153K 0.21% 39
2021
Q1 		$1.75M Buy
13,750
+153
+1% +$22K 0.19% 39
2020
Q4 		$1.73M Buy
+13,597
New +$1.52M 0.19% 41

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Laird Norton Wetherby Trust Company's JPM Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its JPMorgan Chase (JPM) stake by 0.83% in Q2 2026, selling an estimated $436K and leaving 167,828 shares worth $54.9M. The position accounts for 1.06% of the portfolio, ranked #17.

Laird Norton Wetherby Trust Company first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $56.6M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 167,828 shares of JPMorgan Chase worth $54.9M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 1,405 JPMorgan Chase shares in Q2 2026, an estimated $436K.
  • JPMorgan Chase made up 1.06% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #17 holding.
  • Laird Norton Wetherby Trust Company first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Laird Norton Wetherby Trust Company's JPMorgan Chase position peaked at $56.6M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.