JM | etf_assetclass_US Equity | 46.5 B | 5.14 M | JM J.P. Morgan | 0.35 | Large Cap | | 5/20/2020 | 58.14 | 5.39 | 25.03 |
JM | etf_assetclass_US Equity | 41.46 B | 6.81 M | JM J.P. Morgan | 0.35 | Large Cap | | 5/3/2022 | 59.74 | 8.22 | 31.59 |
JM | Bonds | 41.06 B | 6.25 M | JM J.P. Morgan | 0.18 | Investment Grade | | 5/17/2017 | 50.53 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 19.04 B | 1.58 M | JM J.P. Morgan | 0.19 | Total Market | Morningstar Japan Target Market Exposure Index | 6/15/2018 | 77.05 | 1.83 | 18.13 |
JM | Stocks | 15.58 B | 226,959 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 76.61 | - | - |
JM | Stocks | 15.58 B | 7,295 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 70.99 | - | - |
JM | Stocks | 15.58 B | 4,350 | JM J.P. Morgan | 0.20 | Large Cap | S&P 500 | 10/10/2018 | 60.02 | 5.15 | 25.69 |
JM | Bonds | 14.59 B | 2.07 M | JM J.P. Morgan | 0.37 | Wide credit | | 1/28/2019 | 46.32 | 0.00 | 0.00 |
JM | Stocks | 13.34 B | 35,937 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 65.60 | - | - |
JM | Stocks | 13.34 B | 4,478 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 60.78 | - | - |
JM | etf_assetclass_International Equity | 11.55 B | 260,793 | JM J.P. Morgan | 0.19 | Total Market | Morningstar Canada Target Market Exposure Index | 8/7/2018 | 108.01 | 2.50 | 18.55 |
JM | Stocks | 11.41 B | 57,820 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 56.13 | - | - |
JM | etf_assetclass_International Equity | 11.36 B | 427,401 | JM J.P. Morgan | 0.24 | Total Market | | 10/28/1992 | 85.56 | 2.35 | 17.21 |
JM | Bonds | 10.62 B | 1.42 M | JM J.P. Morgan | 0.39 | Wide credit | | 10/28/2021 | 45.74 | 0.00 | 0.00 |
JM | Stocks | 10.56 B | 12,640 | JM J.P. Morgan | 0.25 | Total Market | MSCI World Index | 10/10/2018 | 50.48 | 3.55 | 21.97 |
JM | Stocks | 10.56 B | 13,695 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 64.12 | - | - |
JM | Stocks | 10.56 B | 95,613 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 68.34 | - | - |
JM | etf_assetclass_US Equity | 9.84 B | 597,275 | JM J.P. Morgan | 0.44 | Large Cap | | 8/8/2022 | 93.76 | 9.37 | 31.74 |
JM | etf_assetclass_International Equity | 9.6 B | 334,407 | JM J.P. Morgan | 0.09 | Total Market | Morningstar Developed Europe Target Market Exposure Index | 6/15/2018 | 81.25 | 2.31 | 16.35 |
JM | etf_assetclass_US Equity | 9.15 B | 209,705 | JM J.P. Morgan | 0.02 | Total Market | Morningstar US Target Market Exposure Index | 3/12/2019 | 138.17 | 5.08 | 25.74 |
JM | Stocks | 9.04 B | 27,766 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 58.52 | - | - |
JM | etf_assetclass_Municipal Bond | 8.75 B | 1.04 M | JM J.P. Morgan | 0.18 | Investment Grade | | 10/29/2018 | 49.65 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 8.69 B | 520,288 | JM J.P. Morgan | 0.12 | Large Cap | JP Morgan US Quality Factor Index | 11/8/2017 | 74.63 | 5.97 | 24.17 |
JM | Bonds | 8.63 B | 963,936 | JM J.P. Morgan | 0.25 | Investment Grade | | 10/11/2023 | 52.83 | 0.00 | 0.00 |
JM | Stocks | 7.74 B | 4,482 | JM J.P. Morgan | 0.25 | Total Market | MSCI World Index | 10/10/2018 | 46.98 | 3.34 | 20.45 |
JM | Stocks | 7.74 B | 51,056 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 50.07 | - | - |
JM | etf_assetclass_Municipal Bond | 7.29 B | 1.06 M | JM J.P. Morgan | 0.18 | Investment Grade | | 10/16/2018 | 50.90 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 7.1 B | 439,632 | JM J.P. Morgan | 0.44 | Large Cap | | 10/4/2021 | 83.29 | 2.87 | 20.36 |
JM | etf_assetclass_International Equity | 6.97 B | 235,629 | JM J.P. Morgan | 0.19 | Total Market | Morningstar Developed Asia Pacific ex-Japan Target Market Exposure Index | 8/7/2018 | 65.69 | 2.00 | 19.25 |
JM | Bonds | 6.92 B | 637,729 | JM J.P. Morgan | 0.24 | Investment Grade | | 8/18/2000 | 50.25 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 6.84 B | 166,527 | JM J.P. Morgan | 0.07 | Total Market | Morningstar Developed Markets ex-North America Target Market Exposure Index | 12/3/2019 | 81.65 | 2.13 | 16.99 |
JM | etf_assetclass_Global Equity | 6.7 B | 236,081 | JM J.P. Morgan | 0.47 | Total Market | | 9/13/2023 | 73.81 | 4.64 | 22.47 |
JM | etf_assetclass_US Equity | 4.79 B | 370,359 | JM J.P. Morgan | 0.50 | Large Cap | | 9/28/2023 | 69.46 | 5.35 | 25.71 |
JM | etf_assetclass_US Equity | 4.4 B | 276,485 | JM J.P. Morgan | 0.65 | Topic | | 10/4/2023 | 98.52 | 7.50 | 41.32 |
JM | Stocks | 4.23 B | 285,027 | JM J.P. Morgan | 0.35 | Total Market | | 10/29/2024 | 27.06 | 8.92 | 33.69 |
JM | Stocks | 4.23 B | 12,730 | JM J.P. Morgan | 0.35 | Total Market | | 10/29/2024 | 32.81 | 8.23 | 31.61 |
JM | Bonds | 4.04 B | 445,852 | JM J.P. Morgan | 0.24 | Investment Grade | | 2/2/1993 | 52.05 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 3.85 B | 338,174 | JM J.P. Morgan | 0.55 | Total Market | | 9/13/2023 | 98.11 | 1.42 | 11.78 |
JM | Bonds | 3.54 B | 5,055 | JM J.P. Morgan | 0.07 | — | | 7/9/2019 | 120.93 | - | - |
JM | Stocks | 3.31 B | 138,069 | JM J.P. Morgan | 0.85 | Energy | Alerian MLP Index | 6/2/2009 | 28.30 | 0.00 | 0.00 |
JM | Bonds | 3.03 B | 796 | JM J.P. Morgan | 0.07 | — | | 7/9/2019 | 103.56 | - | - |
JM | Stocks | 3 B | 115 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 60.22 | - | - |
JM | Stocks | 3 B | 2,421 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 57.03 | - | - |
JM | Stocks | 3 B | 4,979 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 66.58 | - | - |
JM | Stocks | 3 B | 31,441 | JM J.P. Morgan | 0.25 | Total Market | | 10/10/2018 | 57.03 | 1.96 | 10.22 |
JM | Stocks | 3 B | 20,456 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 57.03 | - | - |
JM | etf_assetclass_US Equity | 2.95 B | 122,669 | JM J.P. Morgan | 0.24 | Extended Market | | 7/31/1998 | 77.27 | 2.39 | 18.59 |
JM | Stocks | 2.68 B | 19,361 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 51.48 | - | - |
JM | etf_assetclass_US Equity | 2.66 B | 107,695 | JM J.P. Morgan | 0.12 | Large Cap | JP Morgan US Momentum Factor Index | 11/8/2017 | 82.73 | 5.23 | 26.68 |
JM | Bonds | 2.6 B | 3,788 | JM J.P. Morgan | 0.07 | Investment Grade | ICE 0-1 Year US Treasury Securities Index - USD | 7/9/2019 | 88.60 | 0.00 | 0.00 |
JM | Stocks | 2.29 B | 33,513 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 44.08 | - | - |
JM | Bonds | 2.29 B | 148,892 | JM J.P. Morgan | 0.55 | — | | 3/31/2022 | 49.76 | - | - |
JM | Bonds | 2.25 B | 30,827 | JM J.P. Morgan | 0.45 | High-yielding | | 6/24/2025 | 50.08 | 0.00 | 0.00 |
JM | Stocks | 2.2 B | 565 | JM J.P. Morgan | 0.25 | Total Market | | 10/10/2018 | 44.12 | 2.48 | 16.60 |
JM | Stocks | 2.2 B | 6,901 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 48.78 | - | - |
JM | Bonds | 2.16 B | 209,907 | JM J.P. Morgan | 0.50 | Wide credit | | 4/5/2017 | 47.82 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 2.15 B | 21,715 | JM J.P. Morgan | 0.07 | Mid Cap | Morningstar US Mid Cap Target Market Exposure Extended | 4/14/2020 | 127.81 | 2.75 | 20.14 |
JM | etf_assetclass_US Equity | 2.01 B | 88,630 | JM J.P. Morgan | 0.44 | Total Market | | 7/29/2011 | 81.11 | 4.31 | 26.07 |
JM | Stocks | 1.96 B | 23,700 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 37.71 | - | - |
JM | Stocks | 1.96 B | 159 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 33.82 | - | - |
JM | Bonds | 1.83 B | 6,737 | JM J.P. Morgan | 0.07 | Investment Grade | ICE 0-3 Month US Treasury Notes & Bills Index | 2/17/2021 | 119.17 | 0.00 | 0.00 |
JM | Bonds | 1.82 B | 246,500 | JM J.P. Morgan | 0.33 | Wide credit | | 3/1/2021 | 46.97 | 0.00 | 0.00 |
JM | Bonds | 1.79 B | 13,260 | JM J.P. Morgan | 0.18 | Investment Grade | ICE BofA 3-Month German Treasury Bill Index - EUR - Benchmark TR Net | 6/6/2018 | 110.36 | 0.00 | 0.00 |
JM | Bonds | 1.79 B | 5,027 | JM J.P. Morgan | 0.18 | — | | 6/6/2018 | 110.36 | - | - |
JM | etf_assetclass_International Equity | 1.7 B | 135,197 | JM J.P. Morgan | 0.33 | Total Market | | 3/10/2021 | 62.01 | 2.59 | 16.42 |
JM | Stocks | 1.6 B | 92,379 | JM J.P. Morgan | 0.35 | — | | 11/30/2023 | 26.80 | - | - |
JM | Stocks | 1.6 B | 4,697 | JM J.P. Morgan | 0.35 | — | | 11/30/2023 | 26.80 | - | - |
JM | Stocks | 1.6 B | 7,671 | JM J.P. Morgan | 0.35 | — | | 11/30/2023 | 32.76 | - | - |
JM | Bonds | 1.55 B | 116,383 | JM J.P. Morgan | 0.45 | Wide credit | | 12/1/2010 | 49.86 | 0.00 | 0.00 |
JM | Stocks | 1.37 B | 87,472 | JM J.P. Morgan | 0.35 | Total Market | | 11/30/2023 | 22.95 | 3.35 | 20.35 |
JM | Stocks | 1.36 B | 185,012 | JM J.P. Morgan | 0.03 | — | | 12/12/2018 | 46.45 | - | - |
JM | Bonds | 1.34 B | 2,592 | JM J.P. Morgan | 0.07 | — | | 2/17/2021 | 87.31 | - | - |
JM | Bonds | 1.31 B | 2,662 | JM J.P. Morgan | 0.18 | — | | 6/6/2018 | 94.39 | - | - |
JM | etf_assetclass_Sector Equity | 1.3 B | 44,012 | JM J.P. Morgan | 0.11 | Real estate | MSCI US REIT Custom Capped Index | 6/15/2018 | 109.26 | 2.14 | 28.76 |
JM | etf_assetclass_US Equity | 1.11 B | 53,278 | JM J.P. Morgan | 0.30 | — | | 2/28/2003 | 49.02 | - | - |
JM | Bonds | 1.05 B | 128,396 | JM J.P. Morgan | 0.03 | Investment Grade | Bloomberg U.S. Aggregate Bond Index (Benchmark TR Gross) | 12/12/2018 | 45.40 | 0.00 | 0.00 |
JM | Bonds | 981.92 M | 10,093 | JM J.P. Morgan | 0.18 | Investment Grade | ICE BofA US 3-Month Treasury Bill Index - Benchmark TR Gross | 2/15/2018 | 126.15 | 0.00 | 0.00 |
JM | Bonds | 981.92 M | 3,744 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 101.38 | - | - |
JM | etf_assetclass_US Equity | 955.13 M | 57,367 | JM J.P. Morgan | 0.12 | Large Cap | JP Morgan US Value Factor Index | 11/8/2017 | 59.51 | 2.39 | 17.21 |
JM | Bonds | 904.46 M | 62,888 | JM J.P. Morgan | 0.25 | Investment Grade | | 3/31/2010 | 47.50 | 0.00 | 0.00 |
JM | Stocks | 901.02 M | 7,837 | JM J.P. Morgan | 0.25 | Total Market | MSCI Japan | 3/29/2022 | 42.52 | 1.93 | 17.79 |
JM | Stocks | 901.02 M | 504 | JM J.P. Morgan | 0.25 | — | | 3/29/2022 | 55.54 | - | - |
JM | Stocks | 901.02 M | 2,157 | JM J.P. Morgan | 0.25 | Total Market | | 3/29/2022 | 39.15 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 880.75 M | 42,096 | JM J.P. Morgan | 0.15 | Total Market | Morningstar Emerging Markets Target Market Exposure Index - Benchmark TR Net | 5/10/2023 | 77.26 | 2.20 | 16.31 |
JM | Bonds | 840.82 M | 164 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 108.03 | - | - |
JM | Bonds | 840.82 M | 434 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 86.82 | - | - |
JM | Bonds | 795.88 M | 1,140 | JM J.P. Morgan | 0.04 | Investment Grade | | 12/6/2018 | 108.82 | 0.00 | 0.00 |
JM | Bonds | 795.88 M | 816 | JM J.P. Morgan | 0.04 | Investment Grade | | 12/6/2018 | 98.21 | 0.00 | 0.00 |
JM | Bonds | 795.88 M | 262 | JM J.P. Morgan | 0.04 | — | | 12/6/2018 | 127.06 | - | - |
JM | etf_assetclass_US Equity | 752.88 M | 8,235 | JM J.P. Morgan | 0.09 | Small Cap | Morningstar US Small Cap Target Market Exposure Extended Index | 11/16/2020 | 91.26 | 2.12 | 17.06 |
JM | Bonds | 719.41 M | 1,614 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 92.43 | - | - |
JM | Bonds | 719.41 M | 882 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 74.28 | - | - |
JM | Bonds | 705.74 M | 385 | JM J.P. Morgan | 0.23 | Investment Grade | | 6/4/2025 | 10.07 | 0.00 | 0.00 |
JM | Bonds | 705.74 M | 595 | JM J.P. Morgan | 0.23 | Investment Grade | | 6/4/2025 | 9.77 | 0.00 | 0.00 |
JM | Bonds | 705.74 M | 1,880 | JM J.P. Morgan | 0.23 | Investment Grade | | 6/4/2025 | 10.26 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 703.81 M | 132,653 | JM J.P. Morgan | 0.12 | Large Cap | | 3/13/2025 | 69.00 | 5.22 | 25.64 |
JM | Stocks | 691.14 M | 1,701 | JM J.P. Morgan | 0.20 | Total Market | | 8/9/2023 | 42.93 | 5.65 | 27.12 |
JM | etf_assetclass_Other | 685.14 M | 32,800 | JM J.P. Morgan | 0.85 | Energy | Alerian MLP | 1/26/2024 | 29.39 | 0.00 | 0.00 |
JM | Stocks | — | 19 | JM J.P. Morgan | 0.00 | — | | 12/5/2018 | 95.19 | - | - |
JM | Stocks | — | 7 | JM J.P. Morgan | 0.39 | — | | 10/10/2018 | 82.59 | - | - |