Cerity Partners LLC Jpmorgan Tr. Diversified Retur Transaction History

Cerity Partners LLC

$60.5 Billion
Q3 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 98,920 shares of JPME stock, worth $10.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

98,920

Previous 100,162 1.24%

Holding current value

$10.6 Million

Previous $10.4 Million 3.27%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$103.48 - $109.86 $128,522 - $136,446	-1,242 Reduced 1.24%	98,920 $10.7 Million
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

105

Shares Held

2.36M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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Cerity Partners LLC Jpmorgan Tr. Diversified Retur Transaction History