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Disclosery

Cerity Partners LLC: JEPI position timeline

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

Cerity Partners LLC held 553,071 JEPI 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 553,071 shares
    Change vs previous 13F +5,550 shares

    0.04% of the 13F portfolio, value $31,237,128.

    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 547,521 shares
    Change vs previous 13F +77,530 shares

    0.04% of the 13F portfolio, value $31,033,227.

    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 469,991 shares
    Change vs previous 13F +271,218 shares

    0.04% of the 13F portfolio, value $26,902,283.

    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 198,773 shares
    Change vs previous 13F +11,678 shares

    0.02% of the 13F portfolio, value $11,349,939.

    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 187,095 shares
    Change vs previous 13F +30,308 shares

    0.02% of the 13F portfolio, value $10,636,297.

    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 156,787 shares
    Change vs previous 13F +24,456 shares

    0.02% of the 13F portfolio, value $8,958,815.

    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 132,331 shares
    Change vs previous 13F +8,359 shares

    0.02% of the 13F portfolio, value $7,615,003.

    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).

  8. period ended2024-09-30
    13F 123,972 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,377,550.

    13F-HR 0001566475-24-000030 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).