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Disclosery

CERTUITY, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CERTUITY, LLC on JPM, newest first. How the timeline and the estimate are built.

CERTUITY, LLC held 16,514 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,514 shares
    Change vs previous 13F -111 shares

    0.27% of the 13F portfolio, value $5,405,548.

    13F-HR 0001800752-26-000004 filed by CERTUITY, LLC
    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 16,625 shares
    Change vs previous 13F -2,069 shares

    0.32% of the 13F portfolio, value $4,890,349.

    13F-HR 0001800752-26-000001 filed by CERTUITY, LLC
    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 18,694 shares
    Change vs previous 13F +665 shares

    0.38% of the 13F portfolio, value $6,023,681.

    13F-HR 0001172661-26-000396 filed by CERTUITY, LLC
    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 18,029 shares
    Change vs previous 13F +3,114 shares

    0.39% of the 13F portfolio, value $5,687,001.

    13F-HR 0001172661-25-004776 filed by CERTUITY, LLC
    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 14,915 shares
    Change vs previous 13F -505 shares

    0.41% of the 13F portfolio, value $4,323,926.

    13F-HR 0001172661-25-003246 filed by CERTUITY, LLC
    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 15,420 shares
    Change vs previous 13F -31,036 shares

    0.4% of the 13F portfolio, value $3,782,531.

    13F-HR 0001172661-25-001734 filed by CERTUITY, LLC
    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 46,456 shares
    Change vs previous 13F -3,180 shares

    1.21% of the 13F portfolio, value $11,136,007.

    13F-HR 0001172661-25-000408 filed by CERTUITY, LLC
    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 49,636 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $10,466,222.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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