Cerity Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579M | Sell |
1,997,882
-1,259
| -0.1% | -$365K | 1.03% | 16 |
|
|
2025
Q1 | $490M | Buy |
1,999,141
+347,398
| +21% | +$85.2M | 0.99% | 16 |
|
|
2024
Q4 | $387M | Sell |
1,651,743
-63,307
| -4% | -$14.8M | 0.84% | 20 |
|
|
2024
Q3 | $362M | Buy |
1,715,050
+210,338
| +14% | +$44.4M | 0.8% | 18 |
|
|
2024
Q2 | $304M | Sell |
1,504,712
-119,569
| -7% | -$24.2M | 0.8% | 18 |
|
|
2024
Q1 | $325M | Sell |
1,624,281
-622,301
| -28% | -$125M | 0.86% | 17 |
|
|
2023
Q4 | $224M | Buy |
2,246,582
+1,366,360
| +155% | +$136M | 0.74% | 21 |
|
|
2023
Q3 | $128M | Sell |
880,222
-359,895
| -29% | -$52.2M | 0.62% | 34 |
|
|
2023
Q2 | $180M | Buy |
1,240,117
+76,401
| +7% | +$11.1M | 0.7% | 24 |
|
|
2023
Q1 | $162M | Buy |
1,163,716
+96,275
| +9% | +$13.4M | 0.38% | 35 |
|
|
2022
Q4 | $146M | Buy |
1,067,441
+350,368
| +49% | +$47.8M | 0.93% | 15 |
|
|
2022
Q3 | $74.9M | Sell |
717,073
-9,770
| -1% | -$1.02M | 0.9% | 17 |
|
|
2022
Q2 | $81.9M | Buy |
726,843
+260,418
| +56% | +$29.3M | 0.9% | 14 |
|
|
2022
Q1 | $62M | Buy |
466,425
+37,142
| +9% | +$4.94M | 0.96% | 14 |
|
|
2021
Q4 | $66.3M | Buy |
429,283
+38,184
| +10% | +$5.9M | 1.01% | 15 |
|
|
2021
Q3 | $64M | Buy |
391,099
+4,855
| +1% | +$795K | 1.41% | 11 |
|
|
2021
Q2 | $60.1M | Buy |
386,244
+28,093
| +8% | +$4.37M | 1.31% | 11 |
|
|
2021
Q1 | $54.5M | Buy |
358,151
+71,629
| +25% | +$10.9M | 1.3% | 11 |
|
|
2020
Q4 | $36.4M | Buy |
286,522
+2,257
| +0.8% | +$287K | 1.17% | 12 |
|
|
2020
Q3 | $27.4M | Buy |
284,265
+135,976
| +92% | +$13.1M | 1.13% | 15 |
|
|
2020
Q2 | $13.9M | Buy |
148,289
+24,778
| +20% | +$2.33M | 0.77% | 17 |
|
|
2020
Q1 | $11.1M | Buy |
123,511
+2,675
| +2% | +$241K | 0.7% | 23 |
|
|
2019
Q4 | $16.8M | Sell |
120,836
-30,729
| -20% | -$4.28M | 0.86% | 16 |
|
|
2019
Q3 | $17.8M | Buy |
151,565
+6,322
| +4% | +$744K | 1.05% | 14 |
|
|
2019
Q2 | $16.2M | Sell |
145,243
-33,746
| -19% | -$3.77M | 1.02% | 15 |
|
|
2019
Q1 | $18.1M | Sell |
178,989
-33,435
| -16% | -$3.38M | 1.22% | 12 |
|
|
2018
Q4 | $20.7M | Buy |
212,424
+13,600
| +7% | +$1.33M | 1.39% | 10 |
|
|
2018
Q3 | $22.4M | Sell |
198,824
-2,080
| -1% | -$235K | 1.55% | 6 |
|
|
2018
Q2 | $20.9M | Sell |
200,904
-4,268
| -2% | -$445K | 1.55% | 6 |
|
|
2018
Q1 | $22.6M | Sell |
205,172
-632
| -0.3% | -$69.5K | 1.73% | 6 |
|
|
2017
Q4 | $22M | Buy |
205,804
+5,557
| +3% | +$594K | 1.48% | 9 |
|
|
2017
Q3 | $19.1M | Buy |
+200,247
| New | +$19.1M | 1.35% | 9 |
|
|
2017
Q2 | – | Sell |
-178,182
| Closed | -$15.7M | – | 402 |
|
|
2017
Q1 | $15.7M | Buy |
178,182
+173,131
| +3,428% | +$15.2M | 1.31% | 11 |
|
|
2016
Q4 | $436K | Buy |
+5,051
| New | +$436K | 0.6% | 38 |
|