Position in JPM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$616,199,014
-$44,616,528 QoQ
Shares Held
2,094,775
+2.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 67.837166282775.ToString("F0")%
Shared 13.26252222792424.ToString("F0")%
None 18.900311489300762.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Derivatives in JPM
reported options exposure · as of Mar 31, 2026CallValue
$588,320
CallShares
2,000
PutValue
$441,240
PutShares
1,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $1,144,922,273 across 19 Banks - Diversified names. JPM ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,094,775 | $616,199,014 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,130,968 | $201,384,688 | |
| 3 | C |
Citigroup Inc
|
1,103,143 | $125,107,446 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,051,839 | $83,736,901 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,685 | $16,214,941 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
792,470 | $13,448,214 | |
| 7 | SAN |
Banco Santander, S.A.
|
954,582 | $10,767,683 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
129,896 | $10,715,119 |
All Filings in JPM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,320 | 2,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $616,199,014 | 2,094,775 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $441,240 | 1,500 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $660,815,542 | 2,050,821 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $620,098,474 | 1,965,883 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $579,205,970 | 1,997,882 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $490,389,287 | 1,999,141 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $395,939,314 | 1,651,743 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $361,635,443 | 1,715,050 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $304,343,049 | 1,504,712 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $325,343,484 | 1,624,281 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $382,143,598 | 2,246,582 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $127,649,794 | 880,222 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $180,362,616 | 1,240,117 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $151,643,831 | 1,163,716 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $143,143,838 | 1,067,441 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $74,934,128 | 717,073 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $81,849,790 | 726,843 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $63,583,056 | 466,425 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $67,976,963 | 429,283 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $64,018,995 | 391,099 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $60,076,391 | 386,244 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $54,521,326 | 358,151 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $36,408,350 | 286,522 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $27,366,191 | 284,265 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,948,063 | 148,289 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $11,119,695 | 123,511 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||