Cerity Partners LLC Jpmorgan Tr. Diversified Retur Transaction History

Cerity Partners LLC

$45.5 Billion
Q4 2024

A detailed history of Cerity Partners LLC transactions in Jpmorgan Tr. Diversified Retur stock. As of the latest transaction made, Cerity Partners LLC holds 688,074 shares of JPME stock, worth $65.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

688,074

Previous 692,280 0.61%

Holding current value

$65.5 Million

Previous $72.7 Million 3.04%

% of portfolio

0.15%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2.97M

Call Options Held

Put Options Held

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About JPMORGAN TR. DIVERSIFIED RETUR

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Cerity Partners LLC Jpmorgan Tr. Diversified Retur Transaction History