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JP Morgan Private Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.22M Sell
29,515
-2,662
-8% -$115K ﹤0.01% 910
2023
Q2 		$1.35M Sell
32,177
-20,202
-39% -$895K 0.01% 678
2023
Q1 		$2.64M Buy
52,379
+352
+0.7% +$19.6K 0.01% 779
2022
Q4 		$3.06M Sell
52,027
-428
-0.8% -$24.9K 0.01% 716
2022
Q3 		$2.85M Sell
52,455
-12,265
-19% -$700K 0.01% 724
2022
Q2 		$3.5M Buy
64,720
+168
+0.3% +$9.43K 0.01% 673
2022
Q1 		$3.8M Buy
64,552
+2,915
+5% +$170K 0.01% 692
2021
Q4 		$3.49M Buy
61,637
+2,725
+5% +$153K 0.01% 719
2021
Q3 		$3.22M Buy
58,912
+3,736
+7% +$206K 0.01% 716
2021
Q2 		$3.22M Buy
55,176
+19,268
+54% +$1.16M 0.01% 707
2021
Q1 		$2.15M Sell
35,908
-296
-0.8% -$17.1K 0.01% 739
2020
Q4 		$1.86M Buy
36,204
+3,240
+10% +$157K 0.01% 757
2020
Q3 		$1.39M Buy
32,964
+3,554
+12% +$153K 0.01% 762
2020
Q2 		$1.3M Buy
29,410
+4,555
+18% +$200K 0.01% 713
2020
Q1 		$934K Buy
24,855
+4,189
+20% +$198K 0.01% 729
2019
Q4 		$1.05M Buy
20,666
+1,137
+6% +$53.1K ﹤0.01% 780
2019
Q3 		$842K Buy
19,529
+2,535
+15% +$106K ﹤0.01% 820
2019
Q2 		$721K Sell
16,994
-136
-0.8% -$5.74K ﹤0.01% 860
2019
Q1 		$707K Sell
17,130
-16,071
-48% -$688K ﹤0.01% 896
2018
Q4 		$1.33M Sell
33,201
-15,905
-32% -$681K 0.01% 667
2018
Q3 		$2.19M Sell
49,106
-84
-0.2% -$3.92K 0.01% 606
2018
Q2 		$2.15M Buy
49,190
+15,046
+44% +$654K 0.01% 590
2018
Q1 		$1.38M Sell
34,144
-1,384
-4% -$55K 0.01% 572
2017
Q4 		$1.34M Sell
35,528
-2,179
-6% -$81.2K 0.01% 587
2017
Q3 		$1.4M Hold
37,707
– – 0.01% 540
2017
Q2 		$1.38M Sell
37,707
-367
-1% -$13.1K 0.01% 540
2017
Q1 		$1.38M Sell
38,074
-10,920
-22% -$403K 0.01% 550
2016
Q4 		$1.83M Sell
48,994
-3,349
-6% -$113K 0.02% 455
2016
Q3 		$1.58M Buy
52,343
+2,083
+4% +$62.2K 0.01% 489
2016
Q2 		$1.48M Buy
50,260
+24,963
+99% +$720K 0.01% 502
2016
Q1 		$698K Buy
25,297
+54
+0.2% +$1.4K 0.01% 647
2015
Q4 		$659K Sell
25,243
-3
-0% -$81 0.01% 619
2015
Q3 		$673K Buy
25,246
+1,387
+6% +$37.2K 0.01% 549
2015
Q2 		$652K Buy
23,859
+8
+0% +$208 0.01% 598
2015
Q1 		$590K Buy
23,851
+842
+4% +$20.6K 0.01% 673
2014
Q4 		$585K Sell
23,009
-411
-2% -$10.2K 0.01% 663
2014
Q3 		$582K Buy
+23,420
New +$597K 0.01% 648

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CBSH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Commerce Bancshares (CBSH) stake by 8.3% in Q3 2023, selling an estimated $115K and leaving 29,515 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #910.

JP Morgan Private Wealth Advisors first reported a position in CBSH in Q3 2014 and has held it in 37 quarters since. The position peaked at $3.8M in Q1 2022. 383 funds tracked by Wall St. Rank hold CBSH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 29,515 shares of Commerce Bancshares worth $1.22M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2,662 Commerce Bancshares shares in Q3 2023, an estimated $115K.
  • Commerce Bancshares made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #910 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Commerce Bancshares in Q3 2014 and has held it in 37 quarters since.
  • JP Morgan Private Wealth Advisors's Commerce Bancshares position peaked at $3.8M in Q1 2022.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.