JP Morgan Chase
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JP Morgan Chase’s CaliberCos CWD Stock Holding History

JP Morgan Chase’s Portfolio CWD Stock Details CWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,280
Closed -$1.59K – 7597
2025
Q4 		$1.59K Sell
1,280
-35
-3% -$94 ﹤0.01% 6976
2025
Q3 		$5.84K Buy
+1,315
New +$4.9K ﹤0.01% 6747
2025
Q2 		– Sell
-1
Closed -$9 – 7180
2025
Q1 		$9 Hold
1
– – ﹤0.01% 7188
2024
Q4 		$13 Hold
1
– – ﹤0.01% 7302
2024
Q3 		$11 Hold
1
– – ﹤0.01% 7287
2024
Q2 		$16 Hold
1
– – ﹤0.01% 7178
2024
Q1 		$20 Hold
1
– – ﹤0.01% 7168
2023
Q4 		$17 Buy
+1
New +$29 ﹤0.01% 7372

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

JP Morgan Chase sold out of CaliberCos (CWD) in Q1 2026, closing a stake of 1,280 shares — an estimated $1.59K sold.

JP Morgan Chase first reported a position in CWD in Q4 2023 and held it in 8 quarters. The position peaked at $5.84K in Q3 2025. 16 funds tracked by Wall St. Rank hold CWD as of Q1 2026.

  • JP Morgan Chase reported no remaining CaliberCos position as of Q1 2026 after selling out during the quarter.
  • JP Morgan Chase sold 1,280 CaliberCos shares in Q1 2026, an estimated $1.59K.
  • JP Morgan Chase first reported a position in CaliberCos in Q4 2023 and held it in 8 quarters.
  • JP Morgan Chase's CaliberCos position peaked at $5.84K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held CaliberCos as of Q1 2026.

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