JP Morgan Private Wealth Advisors’s Commerce.com Inc Series 1 CMRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$487K	Hold	49,302	–	–	﹤0.01%	1255
2023 Q2	$491K	Sell	49,302 -250	-0.5%	-$2.08K	﹤0.01%	1034
2023 Q1	$443K	Hold	49,552	–	–	﹤0.01%	1527
2022 Q4	$433K	Sell	49,552 -172	-0.3%	-$1.86K	﹤0.01%	1524
2022 Q3	$736K	Hold	49,724	–	–	﹤0.01%	1287
2022 Q2	$806K	Sell	49,724 -5,712	-10%	-$104K	﹤0.01%	1242
2022 Q1	$1.22M	Sell	55,436 -1,619	-3%	-$43.4K	﹤0.01%	1123
2021 Q4	$2.02M	Buy	57,055 +16,049	+39%	+$755K	﹤0.01%	912
2021 Q3	$2.08M	Buy	41,006 +14,002	+52%	+$854K	0.01%	884
2021 Q2	$1.75M	Buy	27,004 +20,661	+326%	+$1.17M	﹤0.01%	932
2021 Q1	$367K	Buy	+6,343	New	+$421K	﹤0.01%	1441

Other funds holding CMRC

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors held its Commerce.com Inc Series 1 (CMRC) position steady in Q3 2023 at 49,302 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

JP Morgan Private Wealth Advisors first reported a position in CMRC in Q1 2021 and has held it in 11 quarters since. The position peaked at $2.08M in Q3 2021. 161 funds tracked by Wall St. Rank hold CMRC as of Q3 2023.

JP Morgan Private Wealth Advisors held 49,302 shares of Commerce.com Inc Series 1 worth $487K as of Q3 2023.
JP Morgan Private Wealth Advisors left its Commerce.com Inc Series 1 share count unchanged in Q3 2023.
Commerce.com Inc Series 1 made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1255 holding.
JP Morgan Private Wealth Advisors first reported a position in Commerce.com Inc Series 1 in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Commerce.com Inc Series 1 position peaked at $2.08M in Q3 2021.
161 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q3 2023.

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