Laird Norton Wetherby Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30M | Buy |
95,143
+574
| +0.6% | +$171K | 1.23% | 11 |
|
|
2025
Q2 | $27.4M | Buy |
+94,569
| New | +$24.1M | 1.22% | 11 |
|
|
2024
Q4 | $21.2M | Sell |
88,488
-3,263
| -4% | -$760K | 1.02% | 13 |
|
|
2024
Q3 | $19.3M | Sell |
91,751
-1,495
| -2% | -$315K | 0.88% | 13 |
|
|
2024
Q2 | $18.9M | Sell |
93,246
-1,602
| -2% | -$313K | 0.89% | 13 |
|
|
2024
Q1 | $19M | Sell |
94,848
-206
| -0.2% | -$37.2K | 0.91% | 12 |
|
|
2023
Q4 | $16.2M | Sell |
95,054
-710
| -0.7% | -$108K | 0.84% | 11 |
|
|
2023
Q3 | $13.9M | Buy |
95,764
+2,430
| +3% | +$364K | 0.79% | 15 |
|
|
2023
Q2 | $13.6M | Buy |
93,334
+1,560
| +2% | +$215K | 0.73% | 16 |
|
|
2023
Q1 | $12M | Buy |
91,774
+4,385
| +5% | +$601K | 0.7% | 17 |
|
|
2022
Q4 | $11.7M | Buy |
87,389
+4,386
| +5% | +$556K | 0.75% | 13 |
|
|
2022
Q3 | $8.67M | Sell |
83,003
-449
| -0.5% | -$51.5K | 0.61% | 18 |
|
|
2022
Q2 | $9.4M | Buy |
83,452
+8,053
| +11% | +$998K | 0.64% | 18 |
|
|
2022
Q1 | $10.3M | Buy |
75,399
+853
| +1% | +$126K | 0.59% | 23 |
|
|
2021
Q4 | $11.8M | Buy |
74,546
+1,485
| +2% | +$244K | 0.66% | 22 |
|
|
2021
Q3 | $12M | Buy |
73,061
+1,537
| +2% | +$241K | 0.74% | 18 |
|
|
2021
Q2 | $11.1M | Buy |
71,524
+6,679
| +10% | +$1.05M | 0.68% | 21 |
|
|
2021
Q1 | $9.87M | Sell |
64,845
-6,189
| -9% | -$890K | 0.75% | 21 |
|
|
2020
Q4 | $9.03M | Buy |
71,034
+4,271
| +6% | +$477K | 0.61% | 25 |
|
|
2020
Q3 | $6.43M | Sell |
66,763
-497
| -0.7% | -$48.8K | 0.57% | 30 |
|
|
2020
Q2 | $6.33M | Sell |
67,260
-161
| -0.2% | -$15.3K | 0.6% | 26 |
|
|
2020
Q1 | $6.07M | Buy |
67,421
+1,312
| +2% | +$159K | 0.68% | 22 |
|
|
2019
Q4 | $9.22M | Sell |
66,109
-302
| -0.5% | -$38.7K | 0.91% | 16 |
|
|
2019
Q3 | $7.82M | Buy |
66,411
+533
| +0.8% | +$60.3K | 0.82% | 20 |
|
|
2019
Q2 | $7.37M | Buy |
65,878
+2,466
| +4% | +$272K | 0.81% | 18 |
|
|
2019
Q1 | $6.42M | Buy |
63,412
+1,457
| +2% | +$150K | 0.8% | 19 |
|
|
2018
Q4 | $6.05M | Sell |
61,955
-1,554
| -2% | -$166K | 0.86% | 17 |
|
|
2018
Q3 | $7.17M | Buy |
63,509
+341
| +0.5% | +$38.7K | 0.89% | 15 |
|
|
2018
Q2 | $6.58M | Buy |
63,168
+691
| +1% | +$75.8K | 0.89% | 15 |
|
|
2018
Q1 | $6.87M | Buy |
62,477
+1,463
| +2% | +$166K | 0.95% | 14 |
|
|
2017
Q4 | $6.53M | Buy |
61,014
+1,388
| +2% | +$141K | 0.91% | 16 |
|
|
2017
Q3 | $5.7M | Buy |
59,626
+915
| +2% | +$84.4K | 0.85% | 17 |
|
|
2017
Q2 | $5.37M | Buy |
58,711
+1,688
| +3% | +$146K | 0.91% | 17 |
|
|
2017
Q1 | $5.01M | Buy |
57,023
+652
| +1% | +$57.5K | 0.9% | 17 |
|
|
2016
Q4 | $4.87M | Buy |
56,371
+1,150
| +2% | +$87.7K | 0.95% | 17 |
|
|
2016
Q3 | $3.68M | Buy |
55,221
+3,356
| +6% | +$219K | 0.74% | 21 |
|
|
2016
Q2 | $3.22M | Buy |
51,865
+1,808
| +4% | +$113K | 0.71% | 27 |
|
|
2016
Q1 | $2.96M | Sell |
50,057
-1,250
| -2% | -$73K | 0.7% | 28 |
|
|
2015
Q4 | $3.39M | Buy |
51,307
+529
| +1% | +$34.4K | 0.81% | 21 |
|
|
2015
Q3 | $3.1M | Buy |
50,778
+2,471
| +5% | +$162K | 0.79% | 21 |
|
|
2015
Q2 | $3.27M | Buy |
48,307
+2,554
| +6% | +$167K | 0.79% | 21 |
|
|
2015
Q1 | $2.77M | Hold |
45,753
| – | – | 0.67% | 23 |
|
|
2014
Q4 | $2.86M | Buy |
45,753
+4,354
| +11% | +$262K | 0.72% | 24 |
|
|
2014
Q3 | $2.49M | Buy |
41,399
+2,231
| +6% | +$130K | 0.7% | 25 |
|
|
2014
Q2 | $2.26M | Sell |
39,168
-1,753
| -4% | -$98.6K | 0.64% | 25 |
|
|
2014
Q1 | $2.48M | Sell |
40,921
-742
| -2% | -$42.9K | 0.71% | 25 |
|
|
2013
Q4 | $2.44M | Buy |
41,663
+254
| +0.6% | +$13.9K | 0.7% | 25 |
|
|
2013
Q3 | $2.14M | Buy |
41,409
+1,319
| +3% | +$70.8K | 0.67% | 28 |
|
|
2013
Q2 | $2.12M | Buy |
+40,090
| New | +$2.04M | 0.74% | 26 |
|
Other funds holding JPM
Laird Norton Wetherby Wealth Management's JPM Position: Q3 2025 in Review
Laird Norton Wetherby Wealth Management increased its JPMorgan Chase (JPM) stake by 0.61% in Q3 2025, buying an estimated $171K and bringing the position to 95,143 shares worth $30M. The position accounts for 1.23% of the portfolio, ranked #11.
Laird Norton Wetherby Wealth Management first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.
- Laird Norton Wetherby Wealth Management held 95,143 shares of JPMorgan Chase worth $30M as of Q3 2025.
- Laird Norton Wetherby Wealth Management bought 574 JPMorgan Chase shares in Q3 2025, an estimated $171K.
- JPMorgan Chase made up 1.23% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #11 holding.
- Laird Norton Wetherby Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
- 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.