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Cerity Partners LLC: JCPB position timeline

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

Cerity Partners LLC held 620,739 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 620,739 shares
    Change vs previous 13F -16,956 shares

    0.04% of the 13F portfolio, value $29,137,637.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 637,695 shares
    Change vs previous 13F -230,320 shares

    0.04% of the 13F portfolio, value $30,022,999.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 868,015 shares
    Change vs previous 13F +117,888 shares

    0.06% of the 13F portfolio, value $41,100,493.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 750,127 shares
    Change vs previous 13F +41,080 shares

    0.06% of the 13F portfolio, value $35,668,554.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 709,047 shares
    Change vs previous 13F +283,151 shares

    0.06% of the 13F portfolio, value $33,367,752.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 425,896 shares
    Change vs previous 13F +38,987 shares

    0.04% of the 13F portfolio, value $20,034,145.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 386,909 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,850,542.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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