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Laird Norton Wetherby Wealth Management’s JPMorgan Chase JPM Stock Holding History

Laird Norton Wetherby Wealth Management’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
2021
Q4 		– Sell
-3,000
Closed -$491K – 945
2021
Q3 		$491K Buy
3,000
+500
+20% +$78.4K 0.03% 521
2021
Q2 		$389K Buy
+2,500
New +$393K 0.02% 614

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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.