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JPMJPM
31 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in JPMORGAN CHASE & CO

Cerity Partners LLC holds 2.1M shares of JPM (JPMORGAN CHASE & CO), worth $697.5M as of 2026-Q2. The position was increased (+1.7% shares). JPM represents 0.8% of Cerity Partners LLC's portfolio.

Current Value

$697.5M

Current Shares

2.1M

Total Value Change

+$676.8M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+1.7%
$697.5M0.8%$325.86
45
2026-Q1
Increased
2.1M
+2.1%
$616.2M0.9%$300.26
45
2025-Q4
Increased
2.1M
+4.3%
$660.8M1.0%$321.97
46
2025-Q3
Decreased
2M
-1.6%
$620.1M1.0%$312.75
0
2025-Q2
Decreased
2M
-0.1%
$579.2M1.0%$283.07
0
2025-Q1
Increased
2M
+21.0%
$490.4M1.0%$237.97
53
2024-Q4
Decreased
1.7M
-3.7%
$387.3M0.8%$233.31
0
2024-Q3
Increased
1.7M
+14.0%
$361.6M0.8%$203.96
50
2024-Q2
Decreased
1.5M
-7.4%
$304.3M0.8%$194.90
0
2024-Q1
Decreased
1.6M
-27.7%
$325M0.9%$191.89
0
2023-Q4
Increased
2.2M
+155.2%
$224.3M0.7%$161.96
70
2023-Q3
Decreased
880,222
-29.0%
$127.6M0.6%$137.07
0
2023-Q2
Increased
1.2M
+6.6%
$180.4M0.7%$134.64
46
2023-Q1
Increased
1.2M
+9.0%
$161.8M0.4%$119.92
40
2022-Q4
Increased
1.1M
+48.9%
$145.8M0.9%$123.99
59
2022-Q3
Decreased
717,073
-1.3%
$74.9M0.9%$97.28
0
2022-Q2
Increased
726,843
+55.8%
$81.9M0.9%$104.73
59
2022-Q1
Increased
466,425
+8.7%
$62M1.0%$126.72
45
2021-Q4
Increased
429,283
+9.8%
$66.3M1.0%$142.04
51
2021-Q3
Increased
391,099
+1.3%
$64M1.4%$147.85
47
2021-Q2
Increased
386,244
+7.8%
$60.1M1.3%$136.54
50
2021-Q1
Increased
358,151
+25.0%
$54.5M1.3%$136.04
57
2020-Q4
Increased
286,522
+0.8%
$36.4M1.2%$109.61
46
2020-Q3
Increased
284,265
+91.7%
$27.4M1.1%$82.60
72
2020-Q2
Increased
148,289
+20.1%
$13.9M0.8%$79.79
47
2020-Q1
Increased
123,511
+2.2%
$11.1M0.7%$79.39
40
2019-Q4
Decreased
120,836
-20.3%
$16.8M0.9%$116.96
0
2019-Q3
Increased
151,565
+4.3%
$17.8M1.0%$98.53
47
2019-Q2
Decreased
145,243
-18.9%
$16.2M1.0%$92.92
0
2019-Q1
Decreased
178,989
-15.7%
$18.1M1.2%$83.49
0
2018-Q4
New
212,424
-
$20.7M1.4%$79.22
65

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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