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Jamison Private Wealth Management’s CME Group CME Stock Holding History

Jamison Private Wealth Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$1.08K – 443
2024
Q1 		$1.08K Buy
+5
New +$1.05K ﹤0.01% 420

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jamison Private Wealth Management's CME Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of CME Group (CME) in Q2 2024, closing a stake of 5 shares — an estimated $1.08K sold.

Jamison Private Wealth Management first reported a position in CME in Q1 2024 and held it in 1 quarter. The position peaked at $1.08K in Q1 2024. 1,377 funds tracked by Wall St. Rank hold CME as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining CME Group position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 CME Group shares in Q2 2024, an estimated $1.08K.
  • Jamison Private Wealth Management first reported a position in CME Group in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's CME Group position peaked at $1.08K in Q1 2024.
  • 1,377 funds tracked by Wall St. Rank held CME Group as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.