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JP Morgan Private Wealth Advisors’s Commercial Metals CMC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CMC Stock Details CMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$671K Buy
+13,571
New +$738K ﹤0.01% 1122
2023
Q2 		– Sell
-38,483
Closed -$1.88M – 1554
2023
Q1 		$1.88M Buy
38,483
+436
+1% +$22.6K ﹤0.01% 908
2022
Q4 		$1.84M Sell
38,047
-1,802
-5% -$82.6K ﹤0.01% 885
2022
Q3 		$1.41M Sell
39,849
-2,195
-5% -$84.7K ﹤0.01% 984
2022
Q2 		$1.39M Sell
42,044
-3,255
-7% -$128K ﹤0.01% 980
2022
Q1 		$1.89M Sell
45,299
-4,733
-9% -$178K ﹤0.01% 922
2021
Q4 		$1.82M Sell
50,032
-3,647
-7% -$121K ﹤0.01% 952
2021
Q3 		$1.64M Buy
53,679
+835
+2% +$26.6K ﹤0.01% 985
2021
Q2 		$1.62M Buy
52,844
+1,052
+2% +$32.6K ﹤0.01% 973
2021
Q1 		$1.6M Buy
51,792
+3,676
+8% +$91K 0.01% 845
2020
Q4 		$988K Buy
48,116
+2,169
+5% +$45K ﹤0.01% 1014
2020
Q3 		$918K Sell
45,947
-1,977
-4% -$41.1K ﹤0.01% 915
2020
Q2 		$978K Buy
47,924
+32,210
+205% +$552K ﹤0.01% 819
2020
Q1 		$248K Buy
15,714
+3,143
+25% +$59.9K ﹤0.01% 1202
2019
Q4 		$280K Buy
12,571
+1,247
+11% +$25.3K ﹤0.01% 1268
2019
Q3 		$197K Buy
+11,324
New +$194K ﹤0.01% 1351
2019
Q1 		– Sell
-11,707
Closed -$188K – 1469
2018
Q4 		$188K Sell
11,707
-513
-4% -$9.57K ﹤0.01% 1349
2018
Q3 		$251K Buy
+12,220
New +$263K ﹤0.01% 1385

Other funds holding CMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors opened a new position in Commercial Metals (CMC) in Q3 2023: 13,571 shares worth $671K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CMC as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in CMC in Q3 2018 and has held it in 18 quarters since. The position peaked at $1.89M in Q1 2022. 454 funds tracked by Wall St. Rank hold CMC as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,571 shares of Commercial Metals worth $671K as of Q3 2023.
  • Commercial Metals was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Commercial Metals made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1122 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Commercial Metals in Q3 2018 and has held it in 18 quarters since.
  • JP Morgan Private Wealth Advisors's Commercial Metals position peaked at $1.89M in Q1 2022.
  • 454 funds tracked by Wall St. Rank held Commercial Metals as of Q3 2023.

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