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Disclosery

Cerity Partners LLC: JPM position timeline

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

Cerity Partners LLC held 2,130,829 JPM 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 2,130,829 shares
    Change vs previous 13F +36,054 shares

    0.85% of the 13F portfolio, value $697,487,597.

    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 2,094,775 shares
    Change vs previous 13F +43,954 shares

    0.87% of the 13F portfolio, value $616,203,723.

    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 2,050,821 shares
    Change vs previous 13F +84,938 shares

    0.96% of the 13F portfolio, value $660,813,557.

    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 1,965,883 shares
    Change vs previous 13F -31,999 shares

    1.01% of the 13F portfolio, value $620,097,290.

    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 1,997,882 shares
    Change vs previous 13F -1,259 shares

    1.03% of the 13F portfolio, value $579,206,276.

    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 1,999,141 shares
    Change vs previous 13F +347,398 shares

    1.01% of the 13F portfolio, value $490,389,131.

    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 1,651,743 shares
    Change vs previous 13F -63,307 shares

    0.84% of the 13F portfolio, value $387,340,427.

    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 1,715,050 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $361,635,195.

    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).