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Disclosery

CWM, LLC: JPM position timeline

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

CWM, LLC held 550,203 JPM 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 550,203 shares
    Change vs previous 13F +14,094 shares

    0.43% of the 13F portfolio, value $161,847,677.

    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 536,109 shares
    Change vs previous 13F +55,656 shares

    0.47% of the 13F portfolio, value $172,745,000.

    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 480,453 shares
    Change vs previous 13F +54,635 shares

    0.46% of the 13F portfolio, value $151,549,000.

    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 425,818 shares
    Change vs previous 13F -1,357 shares

    0.44% of the 13F portfolio, value $123,449,000.

    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 427,175 shares
    Change vs previous 13F +40,900 shares

    0.42% of the 13F portfolio, value $104,786,000.

    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 386,275 shares
    Change vs previous 13F +21,865 shares

    0.38% of the 13F portfolio, value $92,594,000.

    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 364,410 shares
    Change vs previous 13F +22,748 shares

    0.33% of the 13F portfolio, value $76,839,000.

    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 341,662 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $69,104,000.

    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).