JP Morgan Chase
CWBC

JP Morgan Chase’s Community West BanCshares CWBC Stock Holding History

JP Morgan Chase’s Portfolio CWBC Stock Details CWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,300
Closed -$74.8K – 8129
2023
Q4 		$74.8K Buy
+4,300
New +$60K ﹤0.01% 5856
2019
Q1 		– Sell
-99
Closed -$1K – 6300
2018
Q4 		$1K Buy
+99
New +$1.09K ﹤0.01% 5653

Other funds holding CWBC

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

JP Morgan Chase's CWBC Position: Q1 2024 in Review

JP Morgan Chase sold out of Community West BanCshares (CWBC) in Q1 2024, closing a stake of 4,300 shares — an estimated $74.8K sold.

JP Morgan Chase first reported a position in CWBC in Q4 2018 and held it in 2 quarters. The position peaked at $74.8K in Q4 2023. 37 funds tracked by Wall St. Rank hold CWBC as of Q1 2024.

  • JP Morgan Chase reported no remaining Community West BanCshares position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 4,300 Community West BanCshares shares in Q1 2024, an estimated $74.8K.
  • JP Morgan Chase first reported a position in Community West BanCshares in Q4 2018 and held it in 2 quarters.
  • JP Morgan Chase's Community West BanCshares position peaked at $74.8K in Q4 2023.
  • 37 funds tracked by Wall St. Rank held Community West BanCshares as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.