CWM, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1535847 OMAHA, NE

Position in JPM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$161,847,714

-$10,897,327 QoQ

Shares Held

550,203

+2.6% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.622304858388631.ToString("F0")% Shared 0.ToString("F0")% None 97.37769514161137.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. JPM ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	550,203	$161,847,714
2	BAC	Bank Of America Corp /De/	1,411,541	$68,812,623
3	BNY	Bank of New York Mellon Corp	320,619	$38,035,031
4	WFC	Wells Fargo & Company/Mn	474,640	$37,786,090
5	C	Citigroup Inc	208,313	$23,624,777
6	HSBC	Hsbc Holdings PLC	173,240	$14,290,567
7	RY	Royal Bank Of Canada	48,738	$7,884,833
8	NTB	Bank of N.T. Butterfield & Son Ltd	33,464	$1,756,190

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$161,847,714	550,203	+2.6%	Shares	Sole	2026-05-14
2025-12-31	$172,745,041	536,109	+11.6%	Shares	Sole	2026-01-26
2025-09-30	$151,549,289	480,453	+12.8%	Shares	Sole	2025-10-15
2025-06-30	$123,448,896	425,818	-0.3%	Shares	Sole	2025-07-25
2025-03-31	$104,786,027	427,175	+10.6%	Shares	Sole	2025-05-01
2024-12-31	$92,593,980	386,275	+6.0%	Shares	Sole	2025-02-04
2024-09-30	$76,839,492	364,410	+6.7%	Shares	Sole	2024-10-08
2024-06-30	$69,104,556	341,662	+4.4%	Shares	Sole	2024-07-10
2024-03-31	$65,560,393	327,311	+10.7%	Shares	Sole	2024-04-05
2023-12-31	$50,314,559	295,794	+24.2%	Shares	Sole	2024-02-01
2023-09-30	$34,527,956	238,091	+14.9%	Shares	Sole	2023-10-11
2023-06-30	$30,130,368	207,167	+13.8%	Shares	Sole	2023-08-03
2023-03-31	$23,730,493	182,108	+19.9%	Shares	Sole	2023-05-01
2022-12-31	$20,371,533	151,913	+17.7%	Shares	Sole	2023-02-01
2022-09-30	$13,491,995	129,110	+27.6%	Shares	Sole	2022-10-27
2022-06-30	$11,393,091	101,173	+7.9%	Shares	Sole	2022-07-28
2022-03-31	$12,785,043	93,787	+14.4%	Shares	Sole	2022-04-21
2021-12-31	$12,977,890	81,957	+31.4%	Shares	Sole	2022-01-31
2021-06-30	$9,700,874	62,369	0.0%	Shares	Sole	2021-09-15
2021-03-31	$9,494,432	62,369	0.0%	Shares	Sole	2021-09-15
2020-12-31	$7,925,228	62,369	0.0%	Shares	Sole	2021-09-15
2020-09-30	$6,004,263	62,369	0.0%	Shares	Sole	2021-09-15
2020-06-30	$5,866,428	62,369	0.0%	Shares	Sole	2021-09-15
2020-03-31	$5,615,081	62,369	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.