CBIZ Investment Advisory Services, LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1795934
INDEPENDENCE, OH
Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$818,325
+$82,925 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#3,861
of 5,058 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $1,445,701 across 5 Banks - Diversified names. JPM ranks #1 (56.6% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $818,325 | 2,500 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $735,400 | 2,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,084,592 | 3,366 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,201,788 | 3,810 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $386,450 | 1,333 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $335,079 | 1,366 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $299,877 | 1,251 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $279,178 | 1,324 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $236,644 | 1,170 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $234,150 | 1,169 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||