SEC 13F Intelligence

Cerity Partners LLC / JPM

Cerity Partners LLC’s Jpmorgan Chase & Co Position

Does Cerity Partners LLC own Jpmorgan Chase & Co (JPM)? Yes2.09M shares worth $616M (+0.87% of its 13F portfolio) as of Q1 2026, up from 2.05M shares the prior filed quarter.

Position Value
$616M
Q1 2026
Shares
2.09M
% of Portfolio
+0.87%
Quarters Held
29
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $18MQ2 ’19: $16MQ4 ’19: $17MQ1 ’20: $11MQ1 ’20Q2 ’20: $14MQ3 ’20: $27MQ4 ’20: $36MQ1 ’21: $43MQ1 ’21Q2 ’21: $60MQ3 ’21: $64MQ4 ’21: $66MQ1 ’22: $62MQ1 ’22Q2 ’22: $82MQ3 ’22: $75MQ4 ’22: $146MQ1 ’23: $162MQ1 ’23Q2 ’23: $180MQ3 ’23: $128MQ4 ’23: $224MQ1 ’24: $325MQ1 ’24Q2 ’24: $304MQ3 ’24: $362MQ4 ’24: $387MQ1 ’25: $490MQ1 ’25Q2 ’25: $579MQ3 ’25: $620MQ4 ’25: $661MQ1 ’26: $616MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.09M$616M+0.87%
Q4 20252.05M$661M+0.96%
Q3 20251.97M$620M+1.01%
Q2 20252.00M$579M+1.03%
Q1 20252.00M$490M+0.99%
Q4 20241.65M$387M+0.84%
Q3 20241.72M$362M+0.80%
Q2 20241.50M$304M+0.80%
Q1 20241.62M$325M+0.86%
Q4 20232.25M$224M+0.74%
Q3 2023880.2K$128M+0.62%
Q2 20231.24M$180M+0.70%
Q1 20231.16M$162M+0.38%
Q4 20221.07M$146M+0.93%
Q3 2022717.1K$75M+0.90%
Q2 2022726.8K$82M+0.90%
Q1 2022466.4K$62M+0.96%
Q4 2021429.3K$66M+1.01%
Q3 2021391.1K$64M+1.41%
Q2 2021386.2K$60M+1.31%
Q1 2021280.2K$43M+1.26%
Q4 2020286.5K$36M+1.17%
Q3 2020284.3K$27M+1.13%
Q2 2020148.3K$14M+0.77%
Q1 2020123.5K$11M+0.70%
Q4 2019120.8K$17M+0.86%
Q2 2019145.2K$16M+1.02%
Q1 2019179.0K$18M+1.22%
Q4 2018212.4K$21M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cerity Partners LLC’s full portfolio or all institutional holders of JPM.