JMPWA
CMA

JP Morgan Private Wealth Advisors’s Comerica CMA Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$405K Sell
9,756
-779
-7% -$36.9K ﹤0.01% 1338
2023
Q2 		$446K Sell
10,535
-2,022
-16% -$81.7K ﹤0.01% 1084
2023
Q1 		$545K Sell
12,557
-7,639
-38% -$490K ﹤0.01% 1439
2022
Q4 		$1.35M Sell
20,196
-344
-2% -$23.8K ﹤0.01% 1010
2022
Q3 		$1.46M Sell
20,540
-554
-3% -$43.7K ﹤0.01% 970
2022
Q2 		$1.55M Buy
21,094
+3,574
+20% +$289K ﹤0.01% 935
2022
Q1 		$1.58M Buy
17,520
+4,363
+33% +$412K ﹤0.01% 995
2021
Q4 		$1.15M Buy
13,157
+4,996
+61% +$429K ﹤0.01% 1174
2021
Q3 		$657K Sell
8,161
-140,550
-95% -$10.1M ﹤0.01% 1400
2021
Q2 		$10.6M Buy
148,711
+41,821
+39% +$3.1M 0.03% 406
2021
Q1 		$7.67M Buy
106,890
+99,309
+1,310% +$6.5M 0.02% 418
2020
Q4 		$423K Sell
7,581
-624
-8% -$30.4K ﹤0.01% 1353
2020
Q3 		$314K Sell
8,205
-5,008
-38% -$193K ﹤0.01% 1343
2020
Q2 		$503K Sell
13,213
-3,554
-21% -$124K ﹤0.01% 1093
2020
Q1 		$492K Sell
16,767
-20
-0.1% -$1.09K ﹤0.01% 932
2019
Q4 		$1.2M Buy
16,787
+1,904
+13% +$131K 0.01% 735
2019
Q3 		$982K Sell
14,883
-160
-1% -$10.6K 0.01% 759
2019
Q2 		$1.09M Buy
15,043
+5,735
+62% +$426K 0.01% 728
2019
Q1 		$682K Buy
9,308
+2,410
+35% +$193K ﹤0.01% 910
2018
Q4 		$474K Sell
6,898
-153
-2% -$12.2K ﹤0.01% 990
2018
Q3 		$636K Sell
7,051
-243
-3% -$23.2K ﹤0.01% 991
2018
Q2 		$664K Buy
7,294
+713
+11% +$68.3K ﹤0.01% 908
2018
Q1 		$631K Buy
6,581
+528
+9% +$50.3K ﹤0.01% 791
2017
Q4 		$525K Sell
6,053
-212
-3% -$17.1K ﹤0.01% 853
2017
Q3 		$478K Buy
6,265
+102
+2% +$7.31K ﹤0.01% 866
2017
Q2 		$451K Buy
6,163
+57
+0.9% +$4K ﹤0.01% 868
2017
Q1 		$419K Sell
6,106
-220
-3% -$15.4K ﹤0.01% 930
2016
Q4 		$431K Sell
6,326
-4,657
-42% -$273K ﹤0.01% 858
2016
Q3 		$520K Buy
10,983
+240
+2% +$10.9K ﹤0.01% 776
2016
Q2 		$442K Buy
10,743
+147
+1% +$6.27K ﹤0.01% 824
2016
Q1 		$400K Sell
10,596
-11,261
-52% -$406K ﹤0.01% 824
2015
Q4 		$915K Buy
21,857
+12,754
+140% +$558K 0.01% 544
2015
Q3 		$374K Sell
9,103
-707
-7% -$32.2K ﹤0.01% 716
2015
Q2 		$504K Buy
9,810
+909
+10% +$44.3K 0.01% 669
2015
Q1 		$402K Sell
8,901
-513
-5% -$22.9K ﹤0.01% 789
2014
Q4 		$441K Buy
9,414
+850
+10% +$39.9K 0.01% 761
2014
Q3 		$427K Sell
8,564
-1,146
-12% -$57.5K 0.01% 745
2014
Q2 		$487K Buy
9,710
+1,035
+12% +$50.5K 0.01% 568
2014
Q1 		$449K Buy
8,675
+232
+3% +$11.2K 0.01% 602
2013
Q4 		$401K Buy
8,443
+16
+0.2% +$703 0.01% 488
2013
Q3 		$331K Buy
8,427
+636
+8% +$26.4K 0.01% 498
2013
Q2 		$310K Buy
+7,791
New +$291K 0.01% 493

Other funds holding CMA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its Comerica (CMA) stake by 7.4% in Q3 2023, selling an estimated $36.9K and leaving 9,756 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

JP Morgan Private Wealth Advisors first reported a position in CMA in Q2 2013 and has held it in 42 quarters since. The position peaked at $10.6M in Q2 2021. 506 funds tracked by Wall St. Rank hold CMA as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 9,756 shares of Comerica worth $405K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 779 Comerica shares in Q3 2023, an estimated $36.9K.
  • Comerica made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1338 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Comerica in Q2 2013 and has held it in 42 quarters since.
  • JP Morgan Private Wealth Advisors's Comerica position peaked at $10.6M in Q2 2021.
  • 506 funds tracked by Wall St. Rank held Comerica as of Q3 2023.

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