|
Q2 2026
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
8/12/2026 |
000173024226000006 |
|
Q1 2026
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
5/13/2026 |
000173024226000004 |
|
Q4 2025
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
2/11/2026 |
000173024226000002 |
|
Q3 2025
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
11/7/2025 |
000173024225000003 |
|
Q2 2025
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
8/12/2025 |
000001961725000640 |
|
Q1 2025
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
5/12/2025 |
000001961725000471 |
|
Q4 2024
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
2/12/2025 |
000001961725000244 |
|
Q3 2024
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
11/8/2024 |
000001961724000647 |
|
Q2 2024
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
8/12/2024 |
000001961724000492 |
|
Q1 2024
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
5/10/2024 |
000001961724000383 |
|
Q4 2023
|
|
|
Reported by JPMorgan Chase & Co
|
13F-NT |
2/12/2024 |
000001961724000220 |
|
Q3 2022
|
580 |
3,579,271 |
IVV, ESGU, SPYM, EFV
|
13F-HR
|
11/14/2022 |
000173024222000009 |
|
Q2 2022
|
541 |
3,573,495 |
ESGU, IVV, SPYM, EFV
|
13F-HR
|
8/12/2022 |
000173024222000007 |
|
Q1 2022
|
516 |
4,220,655 |
ESGU, IVV, SPYM, IUSB
|
13F-HR
|
5/11/2022 |
000173024222000005 |
|
Q4 2021
|
483 |
3,919,704 |
ESGU, EFV, IVV, SPYM
|
13F-HR
|
2/9/2022 |
000173024222000003 |
|
Q3 2021
|
475 |
3,350,641 |
ESGU, EFV, SPYM, EFG
|
13F-HR
|
11/9/2021 |
000173024221000002 |
|
Q2 2021
|
398 |
2,822,444 |
ESGU, EFV, GOVT, SPYM
|
13F-HR
|
8/13/2021 |
000181204621000081 |
|
Q1 2021
|
299 |
1,987,637 |
ESGU, EFV, IVV, GOVT
|
13F-HR
|
5/3/2021 |
000181204621000046 |
|
Q4 2020
|
242 |
1,341,117 |
ESGU, IVV, EFG, SPYM
|
13F-HR
|
2/16/2021 |
000181204621000028 |
|
Q3 2020
|
272 |
1,107,360 |
IVV, ESGU, EFG, GOVT
|
13F-HR
|
10/29/2020 |
000181204620000033 |
|
Q2 2020
|
208 |
663,797 |
SCHO, IVV, ESGU, EFG
|
13F-HR
|
8/13/2020 |
000181204620000019 |
|
Q1 2020
|
161 |
347,970 |
SCHO, IVV, SCHR, SUSL
|
13F-HR
|
5/1/2020 |
000172554720000039 |
|
Q4 2019
|
138 |
233,688 |
SCHX, IVV, SCHR, SCHF
|
13F-HR
|
1/14/2020 |
000172554720000008 |
|
Q3 2019
|
123 |
204,720 |
BIL, SCHO, IVV, SCHR
|
13F-HR
|
1/10/2020 |
000172554720000005 |
|
Q2 2019
|
112 |
177,720 |
BIL, SCHO, IVV, SCHX
|
13F-HR
|
1/10/2020 |
000172554720000004 |
|
Q1 2019
|
83 |
126,113 |
IVV, SCHX, SCHF, SCHR
|
13F-HR
|
1/10/2020 |
000172554720000003 |
|
Q4 2018
|
55 |
99,599 |
SCHO, IVV, SCHR, BIL
|
13F-HR
|
1/10/2020 |
000172554720000002 |