Position in CWT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,592,703
-$257,578 QoQ
Shares Held
135,513
-10.3% QoQ
Ownership
0.219%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 343 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $812,762,041 across 13 Utilities - Regulated Water names. CWT ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
5,012,560 | $659,552,633 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
2,753,727 | $105,495,278 | |
| 3 | AWR |
American States Water Co
|
257,020 | $21,237,559 | |
| 4 | CWCO |
Consolidated Water Co. Ltd.
|
465,846 | $13,742,457 | |
| 5 | CWT |
California Water Service Group
This page
|
135,513 | $6,592,703 | |
| 6 | HTO |
H2o America
|
32,404 | $1,969,188 | |
| 7 | MSEX |
Middlesex Water Co
|
25,540 | $1,434,325 | |
| 8 | CDZI |
Cadiz Inc
|
277,086 | $1,158,217 |
All Filings in CWT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,592,703 | 135,513 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $6,850,281 | 151,087 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $9,787,636 | 225,886 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $12,722,769 | 277,245 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $10,988,782 | 241,618 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $12,461,581 | 257,152 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $13,993,549 | 308,704 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $8,765,256 | 161,661 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $5,035,683 | 103,850 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $10,459,112 | 225,024 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $9,457,972 | 182,340 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $5,548,655 | 117,283 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,422,708 | 163,136 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $8,045,043 | 138,231 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $5,830,773 | 96,154 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,113,983 | 97,058 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $5,410,123 | 97,392 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $6,355,407 | 107,210 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $5,287,170 | 73,576 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $4,662,893 | 79,126 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,688,062 | 174,434 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $11,338,593 | 201,253 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $8,066,732 | 149,301 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $5,731,575 | 131,912 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,449,692 | 93,285 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $8,908,249 | 177,032 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||