JPMorgan Chase & Co’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.7M | Buy |
985,958
+232,438
| +31% | +$16.7M | ﹤0.01% | 1032 |
|
|
2025
Q1 | $57.2M | Buy |
753,520
+51,158
| +7% | +$3.88M | ﹤0.01% | 1113 |
|
|
2024
Q4 | $57.5M | Sell |
702,362
-2,526
| -0.4% | -$207K | ﹤0.01% | 1108 |
|
|
2024
Q3 | $47.4M | Buy |
704,888
+48,979
| +7% | +$3.3M | ﹤0.01% | 1215 |
|
|
2024
Q2 | $48.6M | Buy |
655,909
+459,957
| +235% | +$34.1M | ﹤0.01% | 1151 |
|
|
2024
Q1 | $15.4M | Sell |
195,952
-25,683
| -12% | -$2.02M | ﹤0.01% | 1856 |
|
|
2023
Q4 | $13.9M | Sell |
221,635
-19,508
| -8% | -$1.22M | ﹤0.01% | 1878 |
|
|
2023
Q3 | $12.5M | Sell |
241,143
-7,710
| -3% | -$400K | ﹤0.01% | 1821 |
|
|
2023
Q2 | $13.3M | Buy |
248,853
+158,849
| +176% | +$8.46M | ﹤0.01% | 1833 |
|
|
2023
Q1 | $4.45M | Sell |
90,004
-8,618
| -9% | -$427K | ﹤0.01% | 2524 |
|
|
2022
Q4 | $4.62M | Buy |
98,622
+34,899
| +55% | +$1.63M | ﹤0.01% | 2433 |
|
|
2022
Q3 | $2.73M | Sell |
63,723
-45,956
| -42% | -$1.97M | ﹤0.01% | 2720 |
|
|
2022
Q2 | $4.38M | Sell |
109,679
-24,450
| -18% | -$977K | ﹤0.01% | 2479 |
|
|
2022
Q1 | $5.63M | Sell |
134,129
-49,065
| -27% | -$2.06M | ﹤0.01% | 2487 |
|
|
2021
Q4 | $7.17M | Buy |
183,194
+27,297
| +18% | +$1.07M | ﹤0.01% | 2328 |
|
|
2021
Q3 | $5.04M | Sell |
155,897
-47,806
| -23% | -$1.55M | ﹤0.01% | 2569 |
|
|
2021
Q2 | $6.67M | Sell |
203,703
-6,407
| -3% | -$210K | ﹤0.01% | 2450 |
|
|
2021
Q1 | $6.86M | Sell |
210,110
-69,350
| -25% | -$2.26M | ﹤0.01% | 2425 |
|
|
2020
Q4 | $7.44M | Buy |
279,460
+33,136
| +13% | +$882K | ﹤0.01% | 2126 |
|
|
2020
Q3 | $5.67M | Sell |
246,324
-9,824
| -4% | -$226K | ﹤0.01% | 2126 |
|
|
2020
Q2 | $6.14M | Sell |
256,148
-51,384
| -17% | -$1.23M | ﹤0.01% | 2030 |
|
|
2020
Q1 | $6.43M | Buy |
307,532
+40,198
| +15% | +$841K | ﹤0.01% | 1829 |
|
|
2019
Q4 | $7.21M | Sell |
267,334
-130,737
| -33% | -$3.53M | ﹤0.01% | 1968 |
|
|
2019
Q3 | $9.36M | Sell |
398,071
-27,086
| -6% | -$637K | ﹤0.01% | 1828 |
|
|
2019
Q2 | $8.34M | Buy |
425,157
+9,268
| +2% | +$182K | ﹤0.01% | 1843 |
|
|
2019
Q1 | $8.42M | Buy |
415,889
+28,772
| +7% | +$582K | ﹤0.01% | 1829 |
|
|
2018
Q4 | $7.63M | Buy |
387,117
+369,374
| +2,082% | +$7.28M | ﹤0.01% | 1839 |
|
|
2018
Q3 | $420K | Buy |
17,743
+1,603
| +10% | +$37.9K | ﹤0.01% | 3559 |
|
|
2018
Q2 | $371K | Sell |
16,140
-6,546
| -29% | -$150K | ﹤0.01% | 3571 |
|
|
2018
Q1 | $414K | Sell |
22,686
-2,982
| -12% | -$54.4K | ﹤0.01% | 3445 |
|
|
2017
Q4 | $397K | Buy |
25,668
+21,085
| +460% | +$326K | ﹤0.01% | 3431 |
|
|
2017
Q3 | $76K | Sell |
4,583
-10,016
| -69% | -$166K | ﹤0.01% | 3709 |
|
|
2017
Q2 | $218K | Sell |
14,599
-22,655
| -61% | -$338K | ﹤0.01% | 3366 |
|
|
2017
Q1 | $505K | Sell |
37,254
-45,389
| -55% | -$615K | ﹤0.01% | 3148 |
|
|
2016
Q4 | $1.13M | Sell |
82,643
-46,891
| -36% | -$642K | ﹤0.01% | 2932 |
|
|
2016
Q3 | $1.45M | Sell |
129,534
-23,192
| -15% | -$260K | ﹤0.01% | 2610 |
|
|
2016
Q2 | $1.59M | Buy |
152,726
+19,334
| +14% | +$201K | ﹤0.01% | 2557 |
|
|
2016
Q1 | $1.35M | Buy |
133,392
+7,264
| +6% | +$73.3K | ﹤0.01% | 2545 |
|
|
2015
Q4 | $1.24M | Sell |
126,128
-20,000
| -14% | -$197K | ﹤0.01% | 2592 |
|
|
2015
Q3 | $1.44M | Buy |
146,128
+374
| +0.3% | +$3.67K | ﹤0.01% | 2521 |
|
|
2015
Q2 | $1.41M | Sell |
145,754
-228
| -0.2% | -$2.2K | ﹤0.01% | 2675 |
|
|
2015
Q1 | $1.36M | Buy |
145,982
+915
| +0.6% | +$8.54K | ﹤0.01% | 2686 |
|
|
2014
Q4 | $1.24M | Sell |
145,067
-5,320
| -4% | -$45.5K | ﹤0.01% | 2700 |
|
|
2014
Q3 | $1.18M | Hold |
150,387
| – | – | ﹤0.01% | 2669 |
|
|
2014
Q2 | $1.36M | Buy |
150,387
+15
| +0% | +$135 | ﹤0.01% | 2661 |
|
|
2014
Q1 | $1.38M | Sell |
150,372
-4,246
| -3% | -$38.9K | ﹤0.01% | 2657 |
|
|
2013
Q4 | $1.41M | Sell |
154,618
-75,901
| -33% | -$692K | ﹤0.01% | 2744 |
|
|
2013
Q3 | $1.72M | Buy |
230,519
+30,357
| +15% | +$226K | ﹤0.01% | 2680 |
|
|
2013
Q2 | $1.34M | Buy |
+200,162
| New | +$1.34M | ﹤0.01% | 2772 |
|