JPMorgan Chase & Co’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127M | Buy |
5,774,285
+359,420
| +7% | +$7.88M | 0.01% | 771 |
|
|
2025
Q1 | $145M | Buy |
5,414,865
+801,050
| +17% | +$21.5M | 0.01% | 728 |
|
|
2024
Q4 | $127M | Buy |
4,613,815
+1,585,869
| +52% | +$43.6M | 0.01% | 754 |
|
|
2024
Q3 | $76.5M | Sell |
3,027,946
-2,112,043
| -41% | -$53.3M | 0.01% | 991 |
|
|
2024
Q2 | $95.2M | Sell |
5,139,989
-72,642
| -1% | -$1.35M | 0.01% | 858 |
|
|
2024
Q1 | $92.2M | Buy |
5,212,631
+407,497
| +8% | +$7.21M | 0.01% | 902 |
|
|
2023
Q4 | $96.2M | Sell |
4,805,134
-916,873
| -16% | -$18.4M | 0.01% | 833 |
|
|
2023
Q3 | $111M | Sell |
5,722,007
-82,093
| -1% | -$1.59M | 0.01% | 707 |
|
|
2023
Q2 | $92.1M | Buy |
5,804,100
+210,589
| +4% | +$3.34M | 0.01% | 814 |
|
|
2023
Q1 | $89.3M | Buy |
5,593,511
+1,125,127
| +25% | +$18M | 0.01% | 771 |
|
|
2022
Q4 | $83.8M | Buy |
4,468,384
+168,319
| +4% | +$3.16M | 0.01% | 782 |
|
|
2022
Q3 | $72.2M | Buy |
4,300,065
+213,941
| +5% | +$3.59M | 0.01% | 802 |
|
|
2022
Q2 | $49.2M | Buy |
4,086,124
+540,858
| +15% | +$6.51M | 0.01% | 965 |
|
|
2022
Q1 | $74.5M | Buy |
3,545,266
+1,467,078
| +71% | +$30.8M | 0.01% | 898 |
|
|
2021
Q4 | $47.8M | Buy |
2,078,188
+515,909
| +33% | +$11.9M | 0.01% | 1103 |
|
|
2021
Q3 | $40M | Buy |
+1,562,279
| New | +$40M | ﹤0.01% | 1173 |
|