J.P. Morgan Private Wealth Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.28M | Buy |
33,128
+3,935
| +13% | +$152K | ﹤0.01% | 893 |
|
|
2023
Q2 | $1.25M | Buy |
29,193
+2,342
| +9% | +$100K | 0.01% | 703 |
|
|
2023
Q1 | $1.14M | Buy |
26,851
+13,308
| +98% | +$565K | ﹤0.01% | 1113 |
|
|
2022
Q4 | $548K | Buy |
13,543
+570
| +4% | +$23.1K | ﹤0.01% | 1437 |
|
|
2022
Q3 | $568K | Sell |
12,973
-3
| -0% | -$131 | ﹤0.01% | 1403 |
|
|
2022
Q2 | $630K | Sell |
12,976
-3,580
| -22% | -$174K | ﹤0.01% | 1358 |
|
|
2022
Q1 | $1.01M | Buy |
16,556
+32
| +0.2% | +$1.95K | ﹤0.01% | 1219 |
|
|
2021
Q4 | $963K | Sell |
16,524
-7,150
| -30% | -$417K | ﹤0.01% | 1258 |
|
|
2021
Q3 | $1.32M | Sell |
23,674
-4,774
| -17% | -$266K | ﹤0.01% | 1082 |
|
|
2021
Q2 | $1.62M | Buy |
28,448
+5,830
| +26% | +$332K | ﹤0.01% | 974 |
|
|
2021
Q1 | $1.11M | Sell |
22,618
-8,694
| -28% | -$426K | ﹤0.01% | 991 |
|
|
2020
Q4 | $1.34M | Buy |
31,312
+4,182
| +15% | +$179K | ﹤0.01% | 889 |
|
|
2020
Q3 | $1.01M | Buy |
27,130
+2,462
| +10% | +$92K | ﹤0.01% | 887 |
|
|
2020
Q2 | $826K | Buy |
24,668
+2,942
| +14% | +$98.5K | ﹤0.01% | 885 |
|
|
2020
Q1 | $630K | Buy |
21,726
+11,424
| +111% | +$331K | ﹤0.01% | 848 |
|
|
2019
Q4 | $429K | Buy |
10,302
+1,604
| +18% | +$66.8K | ﹤0.01% | 1107 |
|
|
2019
Q3 | $359K | Buy |
8,698
+1,622
| +23% | +$66.9K | ﹤0.01% | 1117 |
|
|
2019
Q2 | $278K | Sell |
7,076
-531,360
| -99% | -$20.9M | ﹤0.01% | 1177 |
|
|
2019
Q1 | $21.3M | Sell |
538,436
-4,908
| -0.9% | -$194K | 0.11% | 185 |
|
|
2018
Q4 | $20.3M | Sell |
543,344
-532,934
| -50% | -$19.9M | 0.12% | 169 |
|
|
2018
Q3 | $50.5M | Buy |
1,076,278
+5,626
| +0.5% | +$264K | 0.25% | 94 |
|
|
2018
Q2 | $46.5M | Buy |
1,070,652
+509,414
| +91% | +$22.1M | 0.26% | 92 |
|
|
2018
Q1 | $24.8M | Buy |
561,238
+279,158
| +99% | +$12.3M | 0.17% | 135 |
|
|
2017
Q4 | $13.7M | Buy |
282,080
+910
| +0.3% | +$44.3K | 0.09% | 199 |
|
|
2017
Q3 | $12.3M | Sell |
281,170
-1,334
| -0.5% | -$58.4K | 0.09% | 196 |
|
|
2017
Q2 | $11.5M | Buy |
282,504
+46
| +0% | +$1.87K | 0.09% | 195 |
|
|
2017
Q1 | $12.2M | Sell |
282,458
-1,062
| -0.4% | -$45.8K | 0.09% | 191 |
|
|
2016
Q4 | $11.6M | Buy |
283,520
+362
| +0.1% | +$14.8K | 0.1% | 185 |
|
|
2016
Q3 | $11M | Buy |
283,158
+416
| +0.1% | +$16.1K | 0.1% | 188 |
|
|
2016
Q2 | $10.6M | Buy |
+282,742
| New | +$10.6M | 0.1% | 178 |
|
|
2015
Q2 | – | Sell |
-10,428
| Closed | -$378K | – | 1059 |
|
|
2015
Q1 | $378K | Sell |
10,428
-1,614
| -13% | -$58.5K | ﹤0.01% | 805 |
|
|
2014
Q4 | $512K | Sell |
12,042
-5,582
| -32% | -$237K | 0.01% | 699 |
|
|
2014
Q3 | $783K | Buy |
17,624
+1,055
| +6% | +$46.9K | 0.01% | 576 |
|
|
2014
Q2 | $739K | Sell |
16,569
-702
| -4% | -$31.3K | 0.01% | 474 |
|
|
2014
Q1 | $729K | Sell |
17,271
-2,450
| -12% | -$103K | 0.01% | 469 |
|
|
2013
Q4 | $825K | Buy |
19,721
+1,531
| +8% | +$64K | 0.02% | 379 |
|
|
2013
Q3 | $710K | Buy |
18,190
+102
| +0.6% | +$3.98K | 0.02% | 383 |
|
|
2013
Q2 | $629K | Buy |
+18,088
| New | +$629K | 0.02% | 385 |
|