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JPL Wealth Management’s CBIZ CBZ Stock Holding History

JPL Wealth Management’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
Q1 		$1.18K Buy
+44
New +$1.55K ﹤0.01% 1150
2025
Q4 		– Sell
-5
Closed -$265 – 285
2025
Q3 		$265 Buy
+5
New +$322 ﹤0.01% 1126

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $86M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JPL Wealth Management's CBZ Position: Q1 2026 in Review

JPL Wealth Management opened a new position in CBIZ (CBZ) in Q1 2026: 44 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1150 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CBZ as recently as Q3 2025.

JPL Wealth Management first reported a position in CBZ in Q3 2025 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • JPL Wealth Management held 44 shares of CBIZ worth $1.18K as of Q1 2026.
  • CBIZ was a new JPL Wealth Management position in Q1 2026.
  • CBIZ made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1150 holding.
  • JPL Wealth Management first reported a position in CBIZ in Q3 2025 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.