Bank of Jackson Hole Trust
Bank of Jackson Hole Trust is a Wyoming-based trust company founded in 1982, specializing in personalized wealth management, fiduciary services, and trust solutions for individuals and families. With approximately 11 employees, it operates as part of the Bank of Jackson Hole brand and is recognized for providing customized solutions to protect legacies and grow assets. The firm is a member of the Federal Reserve System and serves a national clientele with a high level of client-focused service.
Investment Strategy
Bank of Jackson Hole Trust offers tailored investment solutions, including direct management and oversight of third-party asset managers. The firm focuses on asset allocation analytics, fund due diligence, and individual security strategies, leveraging both internal expertise and external partners to manage diversified portfolios. Its philosophy centers on personalized advice, risk management, and long-term wealth preservation for clients.
Top Holdings
Equity Positions (449)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | Ishares Trust Russell 1000 Growth ETF | 6.17% | $10.9M | 25,585 | $404.69 | $424.58 | +$3.3M |
E EFA | MFC iShares Tr MSCI Eafe ETF | 4.77% | $8.4M | 93,910 | $75.85 | $89.39 | +$869.1K |
N NVDA | NVIDIA, Corp. | 4.26% | $7.5M | 47,481 | $135.39 | $157.99 | +$2.0M |
I IJH | MFC iShares Tr S&P Midcap 400 | 3.85% | $6.8M | 109,445 | $62.20 | $62.02 | +$787.3K |
A AAPL | Apple Inc | 3.76% | $6.6M | 32,258 | $247.08 | $205.17 | -$677.2K |