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 Q2	–	Sell	-2,000	Closed	-$588K	–	3496
2026 Q1	$588K	Buy	+2,000	New	+$607K	﹤0.01%	2181

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cerity Partners's JPM Position: Q2 2026 in Review

Cerity Partners increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $11.2M and bringing the position to 2,130,829 shares worth $697M. The position accounts for 0.84% of the portfolio, ranked #19.

Cerity Partners first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cerity Partners held 2,130,829 shares of JPMorgan Chase worth $697M as of Q2 2026.
Cerity Partners bought 36,054 JPMorgan Chase shares in Q2 2026, an estimated $11.2M.
JPMorgan Chase made up 0.84% of Cerity Partners's portfolio in Q2 2026, its #19 holding.
Cerity Partners first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.