Laird Norton Wetherby Trust Company, LLC
BankPosition in JPM — Jpmorgan Chase & Co
CIK 723204
Seattle, WA
Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$49,781,579
-$6,783,819 QoQ
Shares Held
169,233
-3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 13.172371818735119.ToString("F0")%
Shared 0.ToString("F0")%
None 86.82762818126488.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $141,293,669 across 18 Banks - Diversified names. JPM ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
169,233 | $49,781,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
310,683 | $15,145,796 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
99,451 | $8,203,712 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
60,677 | $7,198,111 | |
| 5 | RY |
Royal Bank Of Canada
|
41,509 | $6,715,325 | |
| 6 | UBS |
UBS Group AG
|
166,043 | $6,487,299 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
77,846 | $6,197,319 | |
| 8 | C |
Citigroup Inc
|
50,679 | $5,747,504 |
All Filings in JPM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||