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Disclosery

Cerity Partners LLC: JEPQ position timeline

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

Cerity Partners LLC held 365,327 JEPQ 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 365,327 shares
    Change vs previous 13F +59,432 shares

    0.03% of the 13F portfolio, value $22,453,341.

    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 305,895 shares
    Change vs previous 13F +29,571 shares

    0.02% of the 13F portfolio, value $16,983,323.

    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 276,324 shares
    Change vs previous 13F +217,708 shares

    0.02% of the 13F portfolio, value $16,060,002.

    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 58,616 shares
    Change vs previous 13F +20,175 shares

    0.01% of the 13F portfolio, value $3,371,595.

    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 38,441 shares
    Change vs previous 13F +20,946 shares

    <0.01% of the 13F portfolio, value $2,091,141.

    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 17,495 shares
    Change vs previous 13F +13,214 shares

    <0.01% of the 13F portfolio, value $905,812.

    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 4,281 shares
    Change vs previous 13F -1,636 shares

    <0.01% of the 13F portfolio, value $238,827.

    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 5,917 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $325,047.

    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).