JPWM
CMA

Jamison Private Wealth Management’s Comerica CMA Stock Holding History

Jamison Private Wealth Management’s Portfolio CMA Stock Details CMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,202
Closed -$539K – 216
2025
Q4 		$539K Sell
6,202
-12,927
-68% -$1.04M 0.07% 149
2025
Q3 		$1.31M Sell
19,129
-235
-1% -$15.8K 0.17% 104
2025
Q2 		$1.16M Buy
19,364
+94
+0.5% +$5.25K 0.17% 99
2025
Q1 		$1.14M Sell
19,270
-218
-1% -$13.7K 0.17% 100
2024
Q4 		$1.21M Buy
19,488
+113
+0.6% +$7.34K 0.18% 101
2024
Q3 		$1.16M Buy
19,375
+152
+0.8% +$8.38K 0.18% 98
2024
Q2 		$981K Sell
19,223
-986
-5% -$50.4K 0.16% 99
2024
Q1 		$1.11M Buy
20,209
+441
+2% +$23K 0.19% 94
2023
Q4 		$1.1M Sell
19,768
-272
-1% -$12.3K 0.21% 90
2023
Q3 		$833K Buy
+20,040
New +$950K 0.17% 100

Other funds holding CMA

KRS
Kentucky Retirement Systems Frankfort, Kentucky $1.37B AUM 33.36% 1-Year Est. Return
CC
Corsicana & Co Corsicana, Texas $206M AUM 26.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jamison Private Wealth Management's CMA Position: Q1 2026 in Review

Jamison Private Wealth Management sold out of Comerica (CMA) in Q1 2026, closing a stake of 6,202 shares — an estimated $539K sold.

Jamison Private Wealth Management first reported a position in CMA in Q3 2023 and held it in 10 quarters. The position peaked at $1.31M in Q3 2025. 4 funds tracked by Wall St. Rank hold CMA as of Q1 2026.

  • Jamison Private Wealth Management reported no remaining Comerica position as of Q1 2026 after selling out during the quarter.
  • Jamison Private Wealth Management sold 6,202 Comerica shares in Q1 2026, an estimated $539K.
  • Jamison Private Wealth Management first reported a position in Comerica in Q3 2023 and held it in 10 quarters.
  • Jamison Private Wealth Management's Comerica position peaked at $1.31M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held Comerica as of Q1 2026.

Based on Jamison Private Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.