JFS WEALTH ADVISORS, LLC
Position in CM — Canadian Imperial Bank Of Commerce /Can/
CIK 1568068
HERMITAGE, PA
Position in CM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$41,745
+$10,952 QoQ
Shares Held
363
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#479
of 558 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. CM ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,423 | $135,313 |
All Filings in CM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,745 | 363 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $30,793 | 325 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $29,448 | 325 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $25,964 | 325 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,019 | 325 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $18,297 | 325 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $20,549 | 325 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $19,935 | 325 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,450 | 325 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $16,484 | 325 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $14,393 | 299 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,223 | 213 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $13,188 | 309 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,071 | 261 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $10,557 | 261 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,695 | 153 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $13,882 | 286 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $17,523 | 144 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,478 | 47 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||