JP Morgan Chase
CWAN

JP Morgan Chase’s Clearwater Analytics CWAN Stock Holding History

JP Morgan Chase’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,443,464
Closed -$105M – 7801
2026
Q1 		$105M Sell
4,443,464
-120,547
-3% -$2.85M 0.01% 962
2025
Q4 		$110M Sell
4,564,011
-2,289,848
-33% -$45.9M 0.01% 897
2025
Q3 		$124M Buy
6,853,859
+1,079,574
+19% +$21.9M 0.01% 888
2025
Q2 		$127M Buy
5,774,285
+359,420
+7% +$8.27M 0.01% 831
2025
Q1 		$145M Buy
5,414,865
+801,050
+17% +$22.5M 0.01% 780
2024
Q4 		$127M Buy
4,613,815
+1,585,869
+52% +$45M 0.01% 824
2024
Q3 		$76.5M Sell
3,027,946
-2,112,043
-41% -$47.5M 0.01% 1086
2024
Q2 		$95.2M Sell
5,139,989
-72,642
-1% -$1.31M 0.01% 928
2024
Q1 		$92.2M Buy
5,212,631
+407,497
+8% +$7.57M 0.01% 972
2023
Q4 		$96.2M Sell
4,805,134
-916,873
-16% -$18.1M 0.01% 908
2023
Q3 		$111M Sell
5,722,007
-82,093
-1% -$1.45M 0.01% 767
2023
Q2 		$92.1M Buy
5,804,100
+210,589
+4% +$3.32M 0.01% 866
2023
Q1 		$89.3M Buy
5,593,511
+1,125,127
+25% +$19.7M 0.01% 836
2022
Q4 		$83.8M Buy
4,468,384
+168,319
+4% +$2.91M 0.01% 856
2022
Q3 		$72.2M Buy
4,300,065
+213,941
+5% +$3.12M 0.01% 866
2022
Q2 		$49.2M Buy
4,086,124
+540,858
+15% +$8.74M 0.01% 1044
2022
Q1 		$74.5M Buy
3,545,266
+1,467,078
+71% +$27.4M 0.01% 972
2021
Q4 		$47.8M Buy
2,078,188
+515,909
+33% +$11.7M 0.01% 1233
2021
Q3 		$40M Buy
+1,562,279
New +$40.1M ﹤0.01% 1303

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase's CWAN Position: Q2 2026 in Review

JP Morgan Chase sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 4,443,464 shares — an estimated $105M sold.

JP Morgan Chase first reported a position in CWAN in Q3 2021 and held it in 19 quarters. The position peaked at $145M in Q1 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • JP Morgan Chase reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • JP Morgan Chase sold 4,443,464 Clearwater Analytics shares in Q2 2026, an estimated $105M.
  • JP Morgan Chase first reported a position in Clearwater Analytics in Q3 2021 and held it in 19 quarters.
  • JP Morgan Chase's Clearwater Analytics position peaked at $145M in Q1 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.