CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q1 2026 holdings

Shares (Q1 2026): 550,203
Value: $161.8M
% of portfolio: 0.4%
Quarters held: 20; Since Q1 2021

Holdings of JPM by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	550,203	$161.8M	0.4%	+14,094+2.6%	Added	Holders
Q4 2025	536,109	$172.7M	0.5%	+55,656+11.6%	Added	Holders
Q3 2025	480,453	$151.5M	0.5%	+54,635+12.8%	Added	Holders
Q2 2025	425,818	$123.4M	0.4%	−1,357−0.3%	Reduced	Holders
Q1 2025	427,175	$104.8M	0.4%	+40,900+10.6%	Added	Holders
Q4 2024	386,275	$92.6M	0.4%	+21,865+6.0%	Added	Holders
Q3 2024	364,410	$76.8M	0.3%	+22,748+6.7%	Added	Holders
Q2 2024	341,662	$69.1M	0.3%	+14,351+4.4%	Added	Holders
Q1 2024	327,311	$65.6M	0.3%	+31,517+10.7%	Added	Holders
Q4 2023	295,794	$50.3M	0.3%	+57,703+24.2%	Added	Holders
Q3 2023	238,091	$34.5M	0.2%	+30,924+14.9%	Added	Holders
Q2 2023	207,167	$30.1M	0.2%	+25,059+13.8%	Added	Holders
Q1 2023	182,108	$23.7M	0.2%	+30,195+19.9%	Added	Holders
Q4 2022	151,913	$20.4M	0.2%	+22,803+17.7%	Added	Holders
Q3 2022	129,110	$13.5M	0.1%	+27,937+27.6%	Added	Holders
Q2 2022	101,173	$11.4M	0.1%	+7,386+7.9%	Added	Holders
Q1 2022	93,787	$12.8M	0.1%	+11,830+14.4%	Added	Holders
Q4 2021	81,957	$13.0M	0.1%	–	No prior filing	Holders
Q3 2021	–	–	–	–	Not filed	Holders
Q2 2021	62,369	$9.70M	0.1%	00.0%	Unchanged	Holders
Q1 2021	62,369	$9.70M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.