JP Morgan Chase
CBZ icon

JP Morgan Chase’s CBIZ CBZ Stock Holding History

JP Morgan Chase’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Sell
47,098
-176,891
-79% -$5.5M ﹤0.01% 4364
2026
Q1 		$6.05M Buy
223,989
+172,337
+334% +$6.08M ﹤0.01% 3143
2025
Q4 		$2.61M Sell
51,652
-471,248
-90% -$24.8M ﹤0.01% 3882
2025
Q3 		$27.7M Sell
522,900
-463,058
-47% -$29.9M ﹤0.01% 1832
2025
Q2 		$70.7M Buy
985,958
+232,438
+31% +$16.8M ﹤0.01% 1126
2025
Q1 		$57.2M Buy
753,520
+51,158
+7% +$4.11M ﹤0.01% 1236
2024
Q4 		$57.5M Sell
702,362
-2,526
-0.4% -$189K ﹤0.01% 1239
2024
Q3 		$47.4M Buy
704,888
+48,979
+7% +$3.56M ﹤0.01% 1359
2024
Q2 		$48.6M Buy
655,909
+459,957
+235% +$34.8M ﹤0.01% 1262
2024
Q1 		$15.4M Sell
195,952
-25,683
-12% -$1.79M ﹤0.01% 2103
2023
Q4 		$13.9M Sell
221,635
-19,508
-8% -$1.1M ﹤0.01% 2161
2023
Q3 		$12.5M Sell
241,143
-7,710
-3% -$416K ﹤0.01% 2059
2023
Q2 		$13.3M Buy
248,853
+158,849
+176% +$8.17M ﹤0.01% 2040
2023
Q1 		$4.45M Sell
90,004
-8,618
-9% -$415K ﹤0.01% 2923
2022
Q4 		$4.62M Buy
98,622
+34,899
+55% +$1.66M ﹤0.01% 2885
2022
Q3 		$2.73M Sell
63,723
-45,956
-42% -$2.01M ﹤0.01% 3220
2022
Q2 		$4.38M Sell
109,679
-24,450
-18% -$988K ﹤0.01% 2890
2022
Q1 		$5.63M Sell
134,129
-49,065
-27% -$1.92M ﹤0.01% 2915
2021
Q4 		$7.17M Buy
183,194
+27,297
+18% +$1.02M ﹤0.01% 2742
2021
Q3 		$5.04M Sell
155,897
-47,806
-23% -$1.56M ﹤0.01% 3016
2021
Q2 		$6.67M Sell
203,703
-6,407
-3% -$214K ﹤0.01% 2796
2021
Q1 		$6.86M Sell
210,110
-69,350
-25% -$2.04M ﹤0.01% 2709
2020
Q4 		$7.44M Buy
279,460
+33,136
+13% +$815K ﹤0.01% 2454
2020
Q3 		$5.67M Sell
246,324
-9,824
-4% -$233K ﹤0.01% 2465
2020
Q2 		$6.14M Sell
256,148
-51,384
-17% -$1.17M ﹤0.01% 2304
2020
Q1 		$6.43M Buy
307,532
+40,198
+15% +$1.02M ﹤0.01% 2064
2019
Q4 		$7.21M Sell
267,334
-130,737
-33% -$3.4M ﹤0.01% 2394
2019
Q3 		$9.36M Sell
398,071
-27,086
-6% -$609K ﹤0.01% 2181
2019
Q2 		$8.34M Buy
425,157
+9,268
+2% +$186K ﹤0.01% 2244
2019
Q1 		$8.42M Buy
415,889
+28,772
+7% +$582K ﹤0.01% 2198
2018
Q4 		$7.63M Buy
387,117
+369,374
+2,082% +$7.89M ﹤0.01% 2233
2018
Q3 		$420K Buy
17,743
+1,603
+10% +$37.1K ﹤0.01% 4358
2018
Q2 		$371K Sell
16,140
-6,546
-29% -$132K ﹤0.01% 4299
2018
Q1 		$414K Sell
22,686
-2,982
-12% -$51.9K ﹤0.01% 4086
2017
Q4 		$397K Buy
25,668
+21,085
+460% +$332K ﹤0.01% 4163
2017
Q3 		$76K Sell
4,583
-10,016
-69% -$151K ﹤0.01% 4369
2017
Q2 		$218K Sell
14,599
-22,655
-61% -$339K ﹤0.01% 3960
2017
Q1 		$505K Sell
37,254
-45,389
-55% -$610K ﹤0.01% 3703
2016
Q4 		$1.13M Sell
82,643
-46,891
-36% -$569K ﹤0.01% 3375
2016
Q3 		$1.45M Sell
129,534
-23,192
-15% -$258K ﹤0.01% 2964
2016
Q2 		$1.59M Buy
152,726
+19,334
+14% +$199K ﹤0.01% 2933
2016
Q1 		$1.35M Buy
133,392
+7,264
+6% +$73.6K ﹤0.01% 2913
2015
Q4 		$1.24M Sell
126,128
-20,000
-14% -$212K ﹤0.01% 3013
2015
Q3 		$1.44M Buy
146,128
+374
+0.3% +$3.65K ﹤0.01% 2921
2015
Q2 		$1.41M Sell
145,754
-228
-0.2% -$2.13K ﹤0.01% 3104
2015
Q1 		$1.36M Buy
145,982
+915
+0.6% +$8K ﹤0.01% 3054
2014
Q4 		$1.24M Sell
145,067
-5,320
-4% -$45.9K ﹤0.01% 3234
2014
Q3 		$1.18M Hold
150,387
– – ﹤0.01% 3224
2014
Q2 		$1.36M Buy
150,387
+15
+0% +$131 ﹤0.01% 2732
2014
Q1 		$1.38M Sell
150,372
-4,246
-3% -$38.1K ﹤0.01% 2719
2013
Q4 		$1.41M Sell
154,618
-75,901
-33% -$640K ﹤0.01% 2970
2013
Q3 		$1.72M Buy
230,519
+30,357
+15% +$218K ﹤0.01% 2911
2013
Q2 		$1.34M Buy
+200,162
New +$1.3M ﹤0.01% 3077

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

JP Morgan Chase's CBZ Position: Q2 2026 in Review

JP Morgan Chase reduced its CBIZ (CBZ) stake by 79% in Q2 2026, selling an estimated $5.5M and leaving 47,098 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #4364.

JP Morgan Chase first reported a position in CBZ in Q2 2013 and has held it in 53 quarters since. The position peaked at $70.7M in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • JP Morgan Chase held 47,098 shares of CBIZ worth $1.59M as of Q2 2026.
  • JP Morgan Chase sold 176,891 CBIZ shares in Q2 2026, an estimated $5.5M.
  • CBIZ made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4364 holding.
  • JP Morgan Chase first reported a position in CBIZ in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's CBIZ position peaked at $70.7M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.