LNWWM
Laird Norton Wetherby Wealth Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Buy |
+94,569
| New | +$27.4M | 1.22% | 11 |
|
|
2024
Q4 | $21.2M | Sell |
88,488
-3,263
| -4% | -$782K | 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% | -$324K | 0.89% | 13 |
|
|
2024
Q1 | $19M | Sell |
94,848
-206
| -0.2% | -$41.3K | 0.91% | 12 |
|
|
2023
Q4 | $16.2M | Sell |
95,054
-710
| -0.7% | -$121K | 0.84% | 11 |
|
|
2023
Q3 | $13.9M | Buy |
95,764
+2,430
| +3% | +$352K | 0.79% | 15 |
|
|
2023
Q2 | $13.6M | Buy |
93,334
+1,560
| +2% | +$227K | 0.73% | 16 |
|
|
2023
Q1 | $12M | Buy |
91,774
+4,385
| +5% | +$571K | 0.7% | 17 |
|
|
2022
Q4 | $11.7M | Buy |
87,389
+4,386
| +5% | +$588K | 0.75% | 13 |
|
|
2022
Q3 | $8.67M | Sell |
83,003
-449
| -0.5% | -$46.9K | 0.61% | 18 |
|
|
2022
Q2 | $9.4M | Buy |
83,452
+8,053
| +11% | +$907K | 0.64% | 18 |
|
|
2022
Q1 | $10.3M | Buy |
75,399
+853
| +1% | +$116K | 0.59% | 23 |
|
|
2021
Q4 | $11.8M | Buy |
74,546
+1,485
| +2% | +$235K | 0.66% | 22 |
|
|
2021
Q3 | $12M | Buy |
73,061
+1,537
| +2% | +$252K | 0.74% | 18 |
|
|
2021
Q2 | $11.1M | Buy |
71,524
+6,679
| +10% | +$1.04M | 0.68% | 21 |
|
|
2021
Q1 | $9.87M | Sell |
64,845
-6,189
| -9% | -$942K | 0.75% | 21 |
|
|
2020
Q4 | $9.03M | Buy |
71,034
+4,271
| +6% | +$543K | 0.61% | 25 |
|
|
2020
Q3 | $6.43M | Sell |
66,763
-497
| -0.7% | -$47.8K | 0.57% | 30 |
|
|
2020
Q2 | $6.33M | Sell |
67,260
-161
| -0.2% | -$15.1K | 0.6% | 26 |
|
|
2020
Q1 | $6.07M | Buy |
67,421
+1,312
| +2% | +$118K | 0.68% | 22 |
|
|
2019
Q4 | $9.22M | Sell |
66,109
-302
| -0.5% | -$42.1K | 0.91% | 16 |
|
|
2019
Q3 | $7.82M | Buy |
66,411
+533
| +0.8% | +$62.7K | 0.82% | 20 |
|
|
2019
Q2 | $7.37M | Buy |
65,878
+2,466
| +4% | +$276K | 0.81% | 18 |
|
|
2019
Q1 | $6.42M | Buy |
63,412
+1,457
| +2% | +$147K | 0.8% | 19 |
|
|
2018
Q4 | $6.05M | Sell |
61,955
-1,554
| -2% | -$152K | 0.86% | 17 |
|
|
2018
Q3 | $7.17M | Buy |
63,509
+341
| +0.5% | +$38.5K | 0.89% | 15 |
|
|
2018
Q2 | $6.58M | Buy |
63,168
+691
| +1% | +$72K | 0.89% | 15 |
|
|
2018
Q1 | $6.87M | Buy |
62,477
+1,463
| +2% | +$161K | 0.95% | 14 |
|
|
2017
Q4 | $6.53M | Buy |
61,014
+1,388
| +2% | +$148K | 0.91% | 16 |
|
|
2017
Q3 | $5.7M | Buy |
59,626
+915
| +2% | +$87.4K | 0.85% | 17 |
|
|
2017
Q2 | $5.37M | Buy |
58,711
+1,688
| +3% | +$154K | 0.91% | 17 |
|
|
2017
Q1 | $5.01M | Buy |
57,023
+652
| +1% | +$57.3K | 0.9% | 17 |
|
|
2016
Q4 | $4.87M | Buy |
56,371
+1,150
| +2% | +$99.2K | 0.95% | 17 |
|
|
2016
Q3 | $3.68M | Buy |
55,221
+3,356
| +6% | +$223K | 0.74% | 21 |
|
|
2016
Q2 | $3.22M | Buy |
51,865
+1,808
| +4% | +$112K | 0.71% | 27 |
|
|
2016
Q1 | $2.96M | Sell |
50,057
-1,250
| -2% | -$74K | 0.7% | 28 |
|
|
2015
Q4 | $3.39M | Buy |
51,307
+529
| +1% | +$34.9K | 0.81% | 21 |
|
|
2015
Q3 | $3.1M | Buy |
50,778
+2,471
| +5% | +$151K | 0.79% | 21 |
|
|
2015
Q2 | $3.27M | Buy |
48,307
+2,554
| +6% | +$173K | 0.79% | 21 |
|
|
2015
Q1 | $2.77M | Hold |
45,753
| – | – | 0.67% | 23 |
|
|
2014
Q4 | $2.86M | Buy |
45,753
+4,354
| +11% | +$272K | 0.72% | 24 |
|
|
2014
Q3 | $2.49M | Buy |
41,399
+2,231
| +6% | +$134K | 0.7% | 25 |
|
|
2014
Q2 | $2.26M | Sell |
39,168
-1,753
| -4% | -$101K | 0.64% | 25 |
|
|
2014
Q1 | $2.49M | Sell |
40,921
-742
| -2% | -$45.1K | 0.71% | 25 |
|
|
2013
Q4 | $2.44M | Buy |
41,663
+254
| +0.6% | +$14.9K | 0.7% | 25 |
|
|
2013
Q3 | $2.14M | Buy |
41,409
+1,319
| +3% | +$68.2K | 0.67% | 28 |
|
|
2013
Q2 | $2.12M | Buy |
+40,090
| New | +$2.12M | 0.74% | 26 |
|