Laird Norton Wetherby Trust Company, LLC
BankPosition in JPM — Jpmorgan Chase & Co
CIK 723204
Seattle, WA
Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,935,138
+$5,153,559 QoQ
Shares Held
167,828
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#567
of 5,073 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $163,923,428 across 18 Banks - Diversified names. JPM ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
167,828 | $54,935,138 | |
| 2 | BAC |
Bank Of America Corp /De/
|
305,799 | $17,424,426 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
98,141 | $9,332,226 | |
| 4 | UBS |
UBS Group AG
|
170,971 | $8,473,321 | |
| 5 | RY |
Royal Bank Of Canada
|
40,824 | $8,449,342 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
57,725 | $8,347,612 | |
| 7 | SAN |
Banco Santander, S.A.
|
531,769 | $7,338,411 | |
| 8 | C |
Citigroup Inc
|
48,472 | $6,784,140 |
All Filings in JPM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,935,138 | 167,828 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $49,781,579 | 169,233 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $56,565,398 | 175,549 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,535,622 | 23,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,925,949 | 23,890 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,860,217 | 23,890 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,726,671 | 23,890 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,037,445 | 23,890 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,831,991 | 23,890 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,785,167 | 23,890 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,063,689 | 23,890 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,118,974 | 7,716 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,122,215 | 7,716 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,005,471 | 7,716 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,046,918 | 7,807 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,125,536 | 9,995 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,934,789 | 14,193 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,427,663 | 15,331 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,134,353 | 13,039 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,987,179 | 12,776 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,093,162 | 13,750 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,727,770 | 13,597 | Shares | Sole | 2021-02-26 | |
| No filing history on record for this holder in this stock. | ||||||