Cerity Partners LLC Jpmorgan Tr. Diversified Retur Transaction History

Cerity Partners LLC

$55.1 Billion
Q2 2025

A detailed history of Cerity Partners LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Cerity Partners LLC holds 100,162 shares of JPME stock, worth $10.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

100,162

Previous 702,656 85.75%

Holding current value

$10.9 Million

Previous $70.7 Million 85.3%

% of portfolio

0.02%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$89.28 - $103.8 $53.8 Million - $62.5 Million	-602,494 Reduced 85.75%	100,162 $10.4 Million
Q1 2025 Apr 30, 2025	BUY	$97.76 - $107.35 $1.43 Million - $1.57 Million	14,582 Added 2.12%	702,656 $70.7 Million
Q4 2024 Feb 13, 2025	SELL	$102.08 - $110.92 $429,348 - $466,529	-4,206 Reduced 0.61%	688,074 $70.5 Million
Q3 2024 Nov 12, 2024	BUY	$94.32 - $105.04 $1.05 Million - $1.17 Million	11,183 Added 1.64%	692,280 $72.7 Million
Q2 2024 Aug 13, 2024	BUY	$92.68 - $98.71 $903,722 - $962,521	9,751 Added 1.45%	681,097 $64.8 Million
Q1 2024 May 14, 2024	SELL	$89.62 - $99.14 $221,809 - $245,371	-2,475 Reduced 0.37%	671,346 $66.6 Million
Q4 2023 Jan 26, 2024	SELL	$79.3 - $92.33 $828,288 - $964,386	-10,445 Reduced 1.53%	673,821 $61.9 Million
Q3 2023 Nov 13, 2023	SELL	$83.14 - $91.18 $9.18 Million - $10.1 Million	-110,471 Reduced 13.9%	684,266 $57.2 Million
Q2 2023 Aug 14, 2023	BUY	$82.21 - $88.3 $65.3 Million - $70.2 Million	794,737 New	794,737 $70.2 Million

Others Institutions Holding JPME

# of Institutions

Shares Held

2.3M

Call Options Held

Put Options Held

View Full List

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
Sector ETFs
Industry ETFs

More about JPME

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Account

Cerity Partners LLC Jpmorgan Tr. Diversified Retur Transaction History