Skip to content
Disclosery

CWC Advisors, LLC.: JPM position timeline

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

CWC Advisors, LLC. held 7,147 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,147 shares
    Change vs previous 13F +5,491 shares

    1.04% of the 13F portfolio, value $2,339,428.

    13F-HR 0001941040-26-000433 filed by CWC 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 1,656 shares
    Change vs previous 13F +6 shares

    0.23% of the 13F portfolio, value $487,129.

    13F-HR 0001941040-26-000223 filed by CWC 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 1,650 shares
    Change vs previous 13F +51 shares

    0.26% of the 13F portfolio, value $531,663.

    13F-HR 0001941040-26-000043 filed by CWC 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 1,599 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $504,373.

    13F-HR 0001941040-25-000544 filed by CWC 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 1,599 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $463,566.

    13F-HR 0001941040-25-000345 filed by CWC 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 1,599 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $392,235.

    13F-HR 0001941040-25-000232 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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