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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Laird Norton Wetherby Trust Company's JPM Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, selling an estimated $1.92M and leaving 169,233 shares worth $49.8M. The position accounts for 1.09% of the portfolio, ranked #16.

Laird Norton Wetherby Trust Company first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $56.6M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 169,233 shares of JPMorgan Chase worth $49.8M as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 6,316 JPMorgan Chase shares in Q1 2026, an estimated $1.92M.
  • JPMorgan Chase made up 1.09% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #16 holding.
  • Laird Norton Wetherby Trust Company first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Laird Norton Wetherby Trust Company's JPMorgan Chase position peaked at $56.6M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.