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
2025
Q2 		– Sell
-4,300
Closed -$115K – 7179
2025
Q1 		$115K Buy
+4,300
New +$121K ﹤0.01% 5493

Other funds holding CWAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

JP Morgan Chase's CWAN Position: Q1 2026 in Review

JP Morgan Chase reduced its Clearwater Analytics (CWAN) stake by 2.6% in Q1 2026, selling an estimated $2.85M and leaving 4,443,464 shares worth $105M. The position accounts for 0.01% of the portfolio, ranked #962.

JP Morgan Chase first reported a position in CWAN in Q3 2021 and has held it in 19 quarters since. The position peaked at $145M in Q1 2025. 327 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • JP Morgan Chase held 4,443,464 shares of Clearwater Analytics worth $105M as of Q1 2026.
  • JP Morgan Chase sold 120,547 Clearwater Analytics shares in Q1 2026, an estimated $2.85M.
  • Clearwater Analytics made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #962 holding.
  • JP Morgan Chase first reported a position in Clearwater Analytics in Q3 2021 and has held it in 19 quarters since.
  • JP Morgan Chase's Clearwater Analytics position peaked at $145M in Q1 2025.
  • 327 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.