JP Morgan Chase
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JP Morgan Chase’s California Water Service CWT Stock Holding History

JP Morgan Chase’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.96M Sell
151,087
-74,799
-33% -$3.36M ﹤0.01% 3006
2025
Q4 		$9.79M Sell
225,886
-51,359
-19% -$2.34M ﹤0.01% 2702
2025
Q3 		$12.7M Buy
277,245
+35,627
+15% +$1.64M ﹤0.01% 2511
2025
Q2 		$11M Sell
241,618
-15,534
-6% -$743K ﹤0.01% 2464
2025
Q1 		$12.5M Sell
257,152
-51,552
-17% -$2.34M ﹤0.01% 2350
2024
Q4 		$14M Buy
308,704
+147,043
+91% +$7.42M ﹤0.01% 2384
2024
Q3 		$8.77M Buy
161,661
+57,811
+56% +$3.07M ﹤0.01% 2720
2024
Q2 		$5.04M Sell
103,850
-121,174
-54% -$5.89M ﹤0.01% 3033
2024
Q1 		$10.5M Buy
225,024
+42,684
+23% +$2M ﹤0.01% 2436
2023
Q4 		$9.46M Buy
182,340
+65,057
+55% +$3.27M ﹤0.01% 2533
2023
Q3 		$5.55M Sell
117,283
-45,853
-28% -$2.32M ﹤0.01% 2749
2023
Q2 		$8.42M Buy
163,136
+24,905
+18% +$1.4M ﹤0.01% 2434
2023
Q1 		$8.05M Buy
138,231
+42,077
+44% +$2.5M ﹤0.01% 2467
2022
Q4 		$5.83M Sell
96,154
-904
-0.9% -$54.3K ﹤0.01% 2696
2022
Q3 		$5.11M Sell
97,058
-334
-0.3% -$19.6K ﹤0.01% 2720
2022
Q2 		$5.41M Sell
97,392
-9,818
-9% -$529K ﹤0.01% 2725
2022
Q1 		$6.36M Buy
107,210
+33,634
+46% +$2.03M ﹤0.01% 2796
2021
Q4 		$5.29M Sell
73,576
-5,550
-7% -$357K ﹤0.01% 2999
2021
Q3 		$4.66M Sell
79,126
-95,308
-55% -$5.86M ﹤0.01% 3088
2021
Q2 		$9.69M Sell
174,434
-26,819
-13% -$1.55M ﹤0.01% 2462
2021
Q1 		$11.3M Buy
201,253
+51,952
+35% +$2.88M ﹤0.01% 2252
2020
Q4 		$8.07M Buy
149,301
+17,389
+13% +$857K ﹤0.01% 2381
2020
Q3 		$5.73M Buy
131,912
+38,627
+41% +$1.8M ﹤0.01% 2455
2020
Q2 		$4.45M Sell
93,285
-83,747
-47% -$3.95M ﹤0.01% 2542
2020
Q1 		$8.91M Buy
177,032
+115,613
+188% +$6M ﹤0.01% 1847
2019
Q4 		$3.17M Sell
61,419
-18,838
-23% -$983K ﹤0.01% 3050
2019
Q3 		$4.25M Buy
80,257
+16,376
+26% +$877K ﹤0.01% 2833
2019
Q2 		$3.17M Buy
63,881
+25,143
+65% +$1.26M ﹤0.01% 3032
2019
Q1 		$2.1M Sell
38,738
-27,503
-42% -$1.38M ﹤0.01% 3295
2018
Q4 		$3.16M Buy
66,241
+6,268
+10% +$278K ﹤0.01% 2930
2018
Q3 		$2.57M Sell
59,973
-79,354
-57% -$3.26M ﹤0.01% 3283
2018
Q2 		$5.43M Sell
139,327
-171,274
-55% -$6.7M ﹤0.01% 2630
2018
Q1 		$11.6M Buy
310,601
+15,831
+5% +$632K ﹤0.01% 1918
2017
Q4 		$13.4M Buy
294,770
+33,946
+13% +$1.46M ﹤0.01% 1890
2017
Q3 		$9.98M Sell
260,824
-35,429
-12% -$1.34M ﹤0.01% 1988
2017
Q2 		$10.9M Sell
296,253
-133,139
-31% -$4.76M ﹤0.01% 1905
2017
Q1 		$15.4M Buy
429,392
+3,170
+0.7% +$110K ﹤0.01% 1638
2016
Q4 		$14.4M Buy
426,222
+136,364
+47% +$4.52M ﹤0.01% 1679
2016
Q3 		$9.3M Buy
289,858
+22,258
+8% +$718K ﹤0.01% 1845
2016
Q2 		$9.35M Sell
267,600
-19,600
-7% -$575K ﹤0.01% 1884
2016
Q1 		$7.67M Sell
287,200
-21,674
-7% -$539K ﹤0.01% 1943
2015
Q4 		$7.19M Buy
308,874
+6,335
+2% +$144K ﹤0.01% 2005
2015
Q3 		$6.69M Sell
302,539
-17,489
-5% -$382K ﹤0.01% 2041
2015
Q2 		$7.31M Sell
320,028
-4,891
-2% -$117K ﹤0.01% 2145
2015
Q1 		$7.96M Sell
324,919
-4,845
-1% -$120K ﹤0.01% 2045
2014
Q4 		$8.12M Buy
329,764
+55,281
+20% +$1.35M ﹤0.01% 2082
2014
Q3 		$6.16M Sell
274,483
-4,757
-2% -$112K ﹤0.01% 2229
2014
Q2 		$6.76M Buy
279,240
+23,373
+9% +$526K ﹤0.01% 1936
2014
Q1 		$6.13M Buy
255,867
+114,854
+81% +$2.64M ﹤0.01% 1968
2013
Q4 		$3.25M Sell
141,013
-56,233
-29% -$1.22M ﹤0.01% 2441
2013
Q3 		$4.01M Buy
197,246
+55,655
+39% +$1.15M ﹤0.01% 2330
2013
Q2 		$2.76M Buy
+141,591
New +$2.81M ﹤0.01% 2565

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase reduced its California Water Service (CWT) stake by 33% in Q1 2026, selling an estimated $3.36M and leaving 151,087 shares worth $6.96M. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

JP Morgan Chase first reported a position in CWT in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.4M in Q1 2017. 337 funds tracked by Wall St. Rank hold CWT as of Q1 2026.

  • JP Morgan Chase held 151,087 shares of California Water Service worth $6.96M as of Q1 2026.
  • JP Morgan Chase sold 74,799 California Water Service shares in Q1 2026, an estimated $3.36M.
  • California Water Service made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3006 holding.
  • JP Morgan Chase first reported a position in California Water Service in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's California Water Service position peaked at $15.4M in Q1 2017.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q1 2026.

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