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Disclosery

JPMORGAN CHASE & CO: CBZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on CBZ, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 47,098 CBZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,098 shares
    Change vs previous 13F -176,891 shares

    <0.01% of the 13F portfolio, value $1,594,290.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 223,989 shares
    Change vs previous 13F +172,337 shares

    <0.01% of the 13F portfolio, value $6,049,943.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,652 shares
    Change vs previous 13F -471,248 shares

    <0.01% of the 13F portfolio, value $2,605,843.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 522,900 shares
    Change vs previous 13F -463,058 shares

    <0.01% of the 13F portfolio, value $27,692,784.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 985,958 shares
    Change vs previous 13F +232,438 shares

    <0.01% of the 13F portfolio, value $70,703,049.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 753,520 shares
    Change vs previous 13F +51,158 shares

    <0.01% of the 13F portfolio, value $57,162,027.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 702,362 shares
    Change vs previous 13F -2,526 shares

    <0.01% of the 13F portfolio, value $57,474,282.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 704,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $47,431,913.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).