JNBA Financial Advisors’s Canadian Imperial Bank of Commerce CM Stock Holding History

JNBA Financial Advisors’s Portfolio CM Stock Details CM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-102	Closed	-$4.13K	–	724
2022 Q4	$4.13K	Hold	102	–	–	﹤0.01%	532
2022 Q3	$4K	Hold	102	–	–	﹤0.01%	539
2022 Q2	$5K	Hold	102	–	–	﹤0.01%	558
2022 Q1	$6K	Hold	102	–	–	﹤0.01%	539
2021 Q4	$6K	Hold	102	–	–	﹤0.01%	575
2021 Q3	$6K	Hold	102	–	–	﹤0.01%	563
2021 Q2	$6K	Hold	102	–	–	﹤0.01%	529
2021 Q1	$5K	Hold	102	–	–	﹤0.01%	524
2020 Q4	$4K	Buy	+102	New	+$4.15K	﹤0.01%	505
2019 Q1	–	Sell	-116	Closed	-$4K	–	550
2018 Q4	$4K	Buy	+116	New	+$4.93K	﹤0.01%	439
2016 Q4	–	Sell	-2,366	Closed	-$92K	–	647
2016 Q3	$92K	Buy	+2,366	New	+$91.1K	0.01%	381

Other funds holding CM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return