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Disclosery

JPMORGAN CHASE & CO: CSWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on CSWC, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 13,949 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,949 shares
    Change vs previous 13F -741 shares

    <0.01% of the 13F portfolio, value $328,080.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 14,690 shares
    Change vs previous 13F -3,828 shares

    <0.01% of the 13F portfolio, value $315,542.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 18,518 shares
    Change vs previous 13F -6,791 shares

    <0.01% of the 13F portfolio, value $410,173.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 25,309 shares
    Change vs previous 13F +16,886 shares

    <0.01% of the 13F portfolio, value $553,255.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 8,423 shares
    Change vs previous 13F -24,528 shares

    <0.01% of the 13F portfolio, value $185,643.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 32,951 shares
    Change vs previous 13F -6,308 shares

    <0.01% of the 13F portfolio, value $735,466.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 39,259 shares
    Change vs previous 13F +35,465 shares

    <0.01% of the 13F portfolio, value $856,631.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 3,794 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $95,950.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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