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
Q1 		– Sell
-60,000
Closed -$1.45M – 7596
2025
Q4 		$1.45M Buy
+60,000
New +$1.2M ﹤0.01% 4346

Other funds holding CWAN

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. 3 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.
  • 3 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.