JP Morgan Private Wealth Advisors’s Chimera Investment CIM Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CIM Stock Details CIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$152K	Sell	9,271 -233	-2%	-$4.09K	﹤0.01%	1658
2023 Q2	$165K	Sell	9,504 -1,502	-14%	-$23.9K	﹤0.01%	1414
2023 Q1	$186K	Buy	11,006 +1,538	+16%	+$29.4K	﹤0.01%	1848
2022 Q4	$156K	Sell	9,468 -1,305	-12%	-$24.3K	﹤0.01%	1852
2022 Q3	$169K	Sell	10,773 -4,441	-29%	-$116K	﹤0.01%	1835
2022 Q2	$403K	Buy	15,214 +3,474	+30%	+$103K	﹤0.01%	1533
2022 Q1	$424K	Buy	11,740 +3,839	+49%	+$153K	﹤0.01%	1604
2021 Q4	$357K	Sell	7,901 -506	-6%	-$23.9K	﹤0.01%	1677
2021 Q3	$375K	Sell	8,407 -100	-1%	-$4.49K	﹤0.01%	1620
2021 Q2	$384K	Buy	+8,507	New	+$354K	﹤0.01%	1585
2016 Q2	–	Sell	-10,000	Closed	-$408K	–	1267
2016 Q1	$408K	Buy	+10,000	New	+$389K	﹤0.01%	814

Other funds holding CIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Chimera Investment (CIM) stake by 2.5% in Q3 2023, selling an estimated $4.09K and leaving 9,271 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

JP Morgan Private Wealth Advisors first reported a position in CIM in Q1 2016 and has held it in 11 quarters since. The position peaked at $424K in Q1 2022. 242 funds tracked by Wall St. Rank hold CIM as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,271 shares of Chimera Investment worth $152K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 233 Chimera Investment shares in Q3 2023, an estimated $4.09K.
Chimera Investment made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1658 holding.
JP Morgan Private Wealth Advisors first reported a position in Chimera Investment in Q1 2016 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Chimera Investment position peaked at $424K in Q1 2022.
242 funds tracked by Wall St. Rank held Chimera Investment as of Q3 2023.

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