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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CBIZ Investment Advisory Services's JPM Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its JPMorgan Chase (JPM) stake by 26% in Q1 2026, selling an estimated $263K and leaving 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 9 quarters since. The position peaked at $1.2M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

CBIZ Investment Advisory Services held 2,500 shares of JPMorgan Chase worth $735K as of Q1 2026.
CBIZ Investment Advisory Services sold 866 JPMorgan Chase shares in Q1 2026, an estimated $263K.
JPMorgan Chase made up 0.03% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #26 holding.
CBIZ Investment Advisory Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's JPMorgan Chase position peaked at $1.2M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.