Skip to content
Disclosery

Clearwater Capital Advisors, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearwater Capital Advisors, LLC on JPM, newest first. How the timeline and the estimate are built.

Clearwater Capital Advisors, LLC held 4,937 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,937 shares
    Change vs previous 13F +620 shares

    0.12% of the 13F portfolio, value $1,616,029.

    13F-HR 0001690531-26-000004 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,317 shares
    Change vs previous 13F +61 shares

    0.1% of the 13F portfolio, value $1,269,889.

    13F-HR 0001690531-26-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,256 shares
    Change vs previous 13F -144 shares

    0.11% of the 13F portfolio, value $1,371,369.

    13F-HR 0001690531-26-000002 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,400 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $1,388,031.

    13F-HR 0001690531-25-000007 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,382 shares
    Change vs previous 13F -16 shares

    0.12% of the 13F portfolio, value $1,270,377.

    13F-HR 0001690531-25-000005 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,398 shares
    Change vs previous 13F +90 shares

    0.1% of the 13F portfolio, value $1,078,926.

    13F-HR 0001690531-25-000003 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,308 shares
    Change vs previous 13F -418 shares

    0.1% of the 13F portfolio, value $1,032,655.

    13F-HR 0001690531-25-000001 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,726 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $996,606.

    13F-HR 0001690531-24-000006 filed by Clearwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).