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JP Morgan Private Wealth Advisors’s CBIZ CBZ Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$367K Sell
7,075
-2
-0% -$108 ﹤0.01% 1371
2023
Q2 		$377K Sell
7,077
-26,550
-79% -$1.37M ﹤0.01% 1144
2023
Q1 		$1.66M Buy
33,627
+6,495
+24% +$313K ﹤0.01% 951
2022
Q4 		$1.27M Buy
27,132
+33
+0.1% +$1.57K ﹤0.01% 1033
2022
Q3 		$1.16M Hold
27,099
– – ﹤0.01% 1064
2022
Q2 		$1.08M Sell
27,099
-1,733
-6% -$70K ﹤0.01% 1107
2022
Q1 		$1.21M Buy
28,832
+211
+0.7% +$8.26K ﹤0.01% 1126
2021
Q4 		$1.12M Buy
28,621
+172
+0.6% +$6.41K ﹤0.01% 1185
2021
Q3 		$920K Hold
28,449
– – ﹤0.01% 1253
2021
Q2 		$932K Buy
28,449
+5,933
+26% +$198K ﹤0.01% 1232
2021
Q1 		$735K Hold
22,516
– – ﹤0.01% 1173
2020
Q4 		$599K Sell
22,516
-8,485
-27% -$209K ﹤0.01% 1218
2020
Q3 		$709K Sell
31,001
-1,368
-4% -$32.5K ﹤0.01% 1025
2020
Q2 		$776K Sell
32,369
-2,954
-8% -$67K ﹤0.01% 899
2020
Q1 		$739K Buy
35,323
+334
+1% +$8.5K ﹤0.01% 806
2019
Q4 		$943K Buy
34,989
+393
+1% +$10.2K ﹤0.01% 812
2019
Q3 		$813K Sell
34,596
-780
-2% -$17.5K ﹤0.01% 832
2019
Q2 		$693K Sell
35,376
-22,434
-39% -$450K ﹤0.01% 871
2019
Q1 		$1.17M Buy
57,810
+3,993
+7% +$80.7K 0.01% 741
2018
Q4 		$1.06M Buy
+53,817
New +$1.15M 0.01% 736
2015
Q4 		– Sell
-25,605
Closed -$251K – 1163
2015
Q3 		$251K Hold
25,605
– – ﹤0.01% 852
2015
Q2 		$247K Sell
25,605
-6,400
-20% -$59.8K ﹤0.01% 912
2015
Q1 		$299K Sell
32,005
-1,635
-5% -$14.3K ﹤0.01% 891
2014
Q4 		$288K Sell
33,640
-530
-2% -$4.57K ﹤0.01% 887
2014
Q3 		$269K Hold
34,170
– – ﹤0.01% 878
2014
Q2 		$309K Buy
34,170
+3,030
+10% +$26.4K 0.01% 707
2014
Q1 		$285K Buy
+31,140
New +$280K 0.01% 728

Other funds holding CBZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors reduced its CBIZ (CBZ) stake by 0.03% in Q3 2023, selling an estimated $108 and leaving 7,075 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

JP Morgan Private Wealth Advisors first reported a position in CBZ in Q1 2014 and has held it in 27 quarters since. The position peaked at $1.66M in Q1 2023. 245 funds tracked by Wall St. Rank hold CBZ as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 7,075 shares of CBIZ worth $367K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 2 CBIZ shares in Q3 2023, an estimated $108.
  • CBIZ made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1371 holding.
  • JP Morgan Private Wealth Advisors first reported a position in CBIZ in Q1 2014 and has held it in 27 quarters since.
  • JP Morgan Private Wealth Advisors's CBIZ position peaked at $1.66M in Q1 2023.
  • 245 funds tracked by Wall St. Rank held CBIZ as of Q3 2023.

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