CBIZ Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

CBIZ Investment Advisory Services’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$735K	Hold	2,500	–	–	0.03%	26
2026 Q1	$735K	Sell	2,500 -866	-26%	-$263K	0.03%	26
2025 Q4	$1.08M	Sell	3,366 -444	-12%	-$137K	0.04%	27
2025 Q3	$1.2M	Buy	3,810 +2,477	+186%	+$737K	0.05%	23
2025 Q2	$386K	Sell	1,333 -33	-2%	-$8.42K	0.02%	37
2025 Q1	$335K	Buy	1,366 +115	+9%	+$29.3K	0.02%	39
2024 Q4	$300K	Sell	1,251 -73	-6%	-$17K	0.02%	42
2024 Q3	$279K	Buy	1,324 +154	+13%	+$32.4K	0.01%	43
2024 Q2	$237K	Buy	1,170 +1	+0.1%	+$196	0.01%	44
2024 Q1	$234K	Buy	+1,169	New	+$211K	0.02%	43

Other funds holding JPM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CBIZ Investment Advisory Services's JPM Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,500 shares worth $735K. The position accounts for 0.03% of the portfolio, ranked #26.

CBIZ Investment Advisory Services first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.2M in Q3 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CBIZ Investment Advisory Services held 2,500 shares of JPMorgan Chase worth $735K as of Q2 2026.
CBIZ Investment Advisory Services left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.03% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #26 holding.
CBIZ Investment Advisory Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
CBIZ Investment Advisory Services's JPMorgan Chase position peaked at $1.2M in Q3 2025.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.