Skip to content
Disclosery

CWM, LLC: JCPB position timeline

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

CWM, LLC held 582,362 JCPB 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 582,362 shares
    Change vs previous 13F +150,150 shares

    0.07% of the 13F portfolio, value $27,417,587.

    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 432,212 shares
    Change vs previous 13F +130,514 shares

    0.06% of the 13F portfolio, value $20,465,000.

    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 301,698 shares
    Change vs previous 13F +138,039 shares

    0.04% of the 13F portfolio, value $14,346,000.

    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 163,659 shares
    Change vs previous 13F +110,673 shares

    0.03% of the 13F portfolio, value $7,702,000.

    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 52,986 shares
    Change vs previous 13F +5,314 shares

    0.01% of the 13F portfolio, value $2,492,000.

    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 47,672 shares
    Change vs previous 13F +24,239 shares

    0.01% of the 13F portfolio, value $2,196,000.

    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 23,433 shares
    Change vs previous 13F +5,674 shares

    <0.01% of the 13F portfolio, value $1,130,000.

    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 17,759 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $823,000.

    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).