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JPMorgan Chase & Co. shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.8k 315.40
2025-06-30 $387k 1.3k 289.93
2025-03-31 $335k 1.4k 245.31
2024-12-31 $300k 1.3k 239.63
2024-09-30 $279k 1.3k 210.98
2024-06-30 $237k 1.2k 202.22
2024-03-31 $234k 1.2k 200.26