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Disclosery

CWM, LLC: J position timeline

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

CWM, LLC held 174,315 J shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 174,315 shares
    Change vs previous 13F -4,920 shares

    0.06% of the 13F portfolio, value $22,186,767.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 179,235 shares
    Change vs previous 13F -3,055 shares

    0.06% of the 13F portfolio, value $23,741,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 182,290 shares
    Change vs previous 13F +2,069 shares

    0.08% of the 13F portfolio, value $27,318,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 180,221 shares
    Change vs previous 13F +18,500 shares

    0.08% of the 13F portfolio, value $23,690,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 161,721 shares
    Change vs previous 13F -1,138 shares

    0.08% of the 13F portfolio, value $19,550,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 162,859 shares
    Change vs previous 13F +1,910 shares

    0.09% of the 13F portfolio, value $21,761,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 160,949 shares
    Change vs previous 13F -1,614 shares

    0.09% of the 13F portfolio, value $21,068,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 162,563 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $22,712,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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