Cerity Partners
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Cerity Partners’s JPMorgan Chase JPM Stock Holding History

Cerity Partners’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$616M Buy
2,094,775
+43,954
+2% +$13.3M 0.87% 19
2025
Q4 		$661M Buy
2,050,821
+84,938
+4% +$26.3M 0.96% 18
2025
Q3 		$620M Sell
1,965,883
-31,999
-2% -$9.52M 1.01% 17
2025
Q2 		$579M Sell
1,997,882
-1,259
-0.1% -$321K 1.03% 16
2025
Q1 		$490M Buy
1,999,141
+347,398
+21% +$88.6M 0.99% 16
2024
Q4 		$387M Sell
1,651,743
-63,307
-4% -$14.7M 0.84% 20
2024
Q3 		$362M Buy
1,715,050
+210,338
+14% +$44.3M 0.8% 18
2024
Q2 		$304M Sell
1,504,712
-119,569
-7% -$23.4M 0.8% 19
2024
Q1 		$325M Sell
1,624,281
-622,301
-28% -$112M 0.86% 17
2023
Q4 		$224M Buy
2,246,582
+1,366,360
+155% +$207M 0.74% 22
2023
Q3 		$128M Sell
880,222
-359,895
-29% -$53.9M 0.62% 35
2023
Q2 		$180M Buy
1,240,117
+76,401
+7% +$10.5M 0.7% 25
2023
Q1 		$162M Buy
1,163,716
+96,275
+9% +$13.2M 0.38% 36
2022
Q4 		$146M Buy
1,067,441
+350,368
+49% +$44.4M 0.93% 16
2022
Q3 		$74.9M Sell
717,073
-9,770
-1% -$1.12M 0.9% 17
2022
Q2 		$81.8M Buy
726,843
+260,418
+56% +$32.3M 0.9% 15
2022
Q1 		$62M Buy
466,425
+37,142
+9% +$5.48M 0.96% 14
2021
Q4 		$66.3M Buy
429,283
+38,184
+10% +$6.27M 1.01% 15
2021
Q3 		$64M Buy
391,099
+4,855
+1% +$761K 1.41% 11
2021
Q2 		$60.1M Buy
386,244
+28,093
+8% +$4.41M 1.31% 11
2021
Q1 		$54.5M Buy
358,151
+71,629
+25% +$10.3M 1.3% 11
2020
Q4 		$36.4M Buy
286,522
+2,257
+0.8% +$252K 1.17% 12
2020
Q3 		$27.4M Buy
284,265
+135,976
+92% +$13.4M 1.13% 15
2020
Q2 		$13.9M Buy
148,289
+24,778
+20% +$2.35M 0.77% 17
2020
Q1 		$11.1M Buy
123,511
+2,675
+2% +$325K 0.7% 23
2019
Q4 		$16.8M Sell
120,836
-30,729
-20% -$3.94M 0.86% 16
2019
Q3 		$17.8M Buy
151,565
+6,322
+4% +$715K 1.05% 14
2019
Q2 		$16.2M Sell
145,243
-33,746
-19% -$3.72M 1.02% 15
2019
Q1 		$18.1M Sell
178,989
-33,435
-16% -$3.44M 1.22% 12
2018
Q4 		$20.7M Buy
212,424
+13,600
+7% +$1.45M 1.39% 10
2018
Q3 		$22.4M Sell
198,824
-2,080
-1% -$236K 1.55% 6
2018
Q2 		$20.9M Sell
200,904
-4,268
-2% -$468K 1.55% 6
2018
Q1 		$22.6M Sell
205,172
-632
-0.3% -$71.6K 1.73% 6
2017
Q4 		$22M Buy
205,804
+5,557
+3% +$563K 1.48% 9
2017
Q3 		$19.1M Buy
+200,247
New +$18.5M 1.35% 9
2017
Q2 		– Sell
-178,182
Closed -$15.7M – 402
2017
Q1 		$15.7M Buy
178,182
+173,131
+3,428% +$15.3M 1.31% 11
2016
Q4 		$436K Buy
+5,051
New +$385K 0.6% 38

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cerity Partners's JPM Position: Q1 2026 in Review

Cerity Partners increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, buying an estimated $13.3M and bringing the position to 2,094,775 shares worth $616M. The position accounts for 0.87% of the portfolio, ranked #19.

Cerity Partners first reported a position in JPM in Q4 2016 and has held it in 37 quarters since. The position peaked at $661M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cerity Partners held 2,094,775 shares of JPMorgan Chase worth $616M as of Q1 2026.
  • Cerity Partners bought 43,954 JPMorgan Chase shares in Q1 2026, an estimated $13.3M.
  • JPMorgan Chase made up 0.87% of Cerity Partners's portfolio in Q1 2026, its #19 holding.
  • Cerity Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 37 quarters since.
  • Cerity Partners's JPMorgan Chase position peaked at $661M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.