JM | etf_assetclass_US Equity | 45.6 B | 4.57 M | JM J.P. Morgan | 0.35 | Large Cap | | 5/20/2020 | 56.77 | 5.39 | 25.03 |
JM | etf_assetclass_US Equity | 44.69 B | 6.4 M | JM J.P. Morgan | 0.35 | Large Cap | | 5/3/2022 | 61.09 | 8.22 | 31.59 |
JM | Bonds | 42.4 B | 6.77 M | JM J.P. Morgan | 0.18 | Investment Grade | | 5/17/2017 | 50.26 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 19.64 B | 1.37 M | JM J.P. Morgan | 0.19 | Total Market | Morningstar Japan Target Market Exposure Index | 6/15/2018 | 78.61 | 1.83 | 18.13 |
JM | Stocks | 16 B | — | JM J.P. Morgan | 0.20 | Large Cap | S&P 500 | 10/10/2018 | 72.12 | 4.37 | 21.48 |
JM | Stocks | 15.99 B | — | JM J.P. Morgan | 0.20 | Large Cap | S&P 500 | 10/10/2018 | 77.78 | 0.00 | 0.00 |
JM | Stocks | 15.95 B | 4,067 | JM J.P. Morgan | 0.20 | Large Cap | S&P 500 | 10/10/2018 | 60.68 | 5.15 | 25.69 |
JM | Stocks | 15.95 B | 7,236 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 71.90 | - | - |
JM | Stocks | 15.95 B | 232,940 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 77.59 | - | - |
JM | Bonds | 15.62 B | 2.45 M | JM J.P. Morgan | 0.40 | Wide credit | | 1/28/2019 | 44.63 | 0.00 | 0.00 |
JM | Stocks | 14.24 B | 4,515 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 64.16 | - | - |
JM | Stocks | 14.24 B | 29,135 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 69.24 | - | - |
JM | Stocks | 12.05 B | 34,535 | JM J.P. Morgan | 0.20 | — | | 10/10/2018 | 58.64 | - | - |
JM | etf_assetclass_International Equity | 11.11 B | 267,294 | JM J.P. Morgan | 0.19 | Total Market | Morningstar Canada Target Market Exposure Index | 8/7/2018 | 101.40 | 2.50 | 18.55 |
JM | Bonds | 10.95 B | 1.7 M | JM J.P. Morgan | 0.40 | Wide credit | | 10/28/2021 | 44.61 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 10.93 B | 411,579 | JM J.P. Morgan | 0.29 | Total Market | | 10/28/1992 | 81.62 | 2.35 | 17.21 |
JM | Stocks | 10.56 B | 93,778 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 68.03 | - | - |
JM | Stocks | 10.56 B | 9,895 | JM J.P. Morgan | 0.25 | Total Market | MSCI World Index | 10/10/2018 | 50.63 | 3.55 | 21.97 |
JM | Stocks | 10.56 B | 19,461 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 63.69 | - | - |
JM | Stocks | 10.56 B | — | JM J.P. Morgan | 0.25 | Total Market | MSCI World Index | 10/10/2018 | 68.19 | 3.62 | 21.27 |
JM | etf_assetclass_US Equity | 10.22 B | 584,466 | JM J.P. Morgan | 0.44 | Large Cap | | 8/8/2022 | 98.28 | 9.37 | 31.74 |
JM | etf_assetclass_US Equity | 9.67 B | 204,286 | JM J.P. Morgan | 0.02 | Total Market | Morningstar US Target Market Exposure Index | 3/12/2019 | 140.61 | 5.08 | 25.74 |
JM | Stocks | 9.43 B | 25,576 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 60.71 | - | - |
JM | etf_assetclass_US Equity | 9.28 B | 521,425 | JM J.P. Morgan | 0.12 | Large Cap | JP Morgan US Quality Factor Index | 11/8/2017 | 75.89 | 5.97 | 24.17 |
JM | Bonds | 8.85 B | 1.04 M | JM J.P. Morgan | 0.25 | Investment Grade | | 10/11/2023 | 50.95 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 8.83 B | 285,912 | JM J.P. Morgan | 0.09 | Total Market | Morningstar Developed Europe Target Market Exposure Index | 6/15/2018 | 74.83 | 2.31 | 16.35 |
JM | etf_assetclass_Municipal Bond | 8.55 B | 1.71 M | JM J.P. Morgan | 0.18 | Investment Grade | | 10/29/2018 | 47.56 | 0.00 | 0.00 |
JM | Stocks | 7.98 B | 53,567 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 51.41 | - | - |
JM | Stocks | 7.98 B | 4,119 | JM J.P. Morgan | 0.25 | Total Market | MSCI World Index | 10/10/2018 | 48.13 | 3.34 | 20.45 |
JM | etf_assetclass_Municipal Bond | 7.87 B | 1.26 M | JM J.P. Morgan | 0.18 | Investment Grade | | 10/16/2018 | 50.57 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 7.16 B | 449,642 | JM J.P. Morgan | 0.44 | Large Cap | | 10/4/2021 | 81.58 | 2.87 | 20.36 |
JM | Bonds | 6.75 B | 736,763 | JM J.P. Morgan | 0.37 | Investment Grade | | 8/18/2000 | 48.35 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 6.57 B | 219,480 | JM J.P. Morgan | 0.19 | Total Market | Morningstar Developed Asia Pacific ex-Japan Target Market Exposure Index | 8/7/2018 | 61.37 | 2.00 | 19.25 |
JM | etf_assetclass_International Equity | 6.48 B | 157,056 | JM J.P. Morgan | 0.07 | Total Market | Morningstar Developed Markets ex-North America Target Market Exposure Index | 12/3/2019 | 77.34 | 2.13 | 16.99 |
JM | etf_assetclass_Global Equity | 6.42 B | 199,658 | JM J.P. Morgan | 0.47 | Total Market | | 9/13/2023 | 73.38 | 4.64 | 22.47 |
JM | etf_assetclass_US Equity | 4.9 B | 371,640 | JM J.P. Morgan | 0.50 | Large Cap | | 9/28/2023 | 69.94 | 5.35 | 25.71 |
JM | etf_assetclass_US Equity | 4.9 B | 278,793 | JM J.P. Morgan | 0.65 | Topic | | 10/4/2023 | 107.92 | 7.50 | 41.32 |
JM | Stocks | 4.77 B | 332,434 | JM J.P. Morgan | 0.35 | Total Market | | 10/29/2024 | 27.74 | 8.92 | 33.69 |
JM | Stocks | 4.77 B | 19,517 | JM J.P. Morgan | 0.35 | Total Market | | 10/29/2024 | 34.26 | 8.23 | 31.61 |
JM | etf_assetclass_International Equity | 4.22 B | 349,249 | JM J.P. Morgan | 0.55 | Total Market | | 9/13/2023 | 94.00 | 1.42 | 11.78 |
JM | Bonds | 4.08 B | 436,810 | JM J.P. Morgan | 0.30 | Investment Grade | | 2/2/1993 | 51.29 | 0.00 | 0.00 |
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 | 3.28 B | 7,465 | JM J.P. Morgan | 0.07 | — | | 7/9/2019 | 121.45 | - | - |
JM | Stocks | 2.95 B | 92 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 55.50 | - | - |
JM | Stocks | 2.95 B | 3,240 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 61.57 | - | - |
JM | Stocks | 2.95 B | 20,927 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 54.94 | - | - |
JM | Stocks | 2.95 B | 2,421 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 54.94 | - | - |
JM | Stocks | 2.95 B | 16,447 | JM J.P. Morgan | 0.25 | Total Market | | 10/10/2018 | 54.94 | 1.96 | 10.22 |
JM | Bonds | 2.92 B | 580 | JM J.P. Morgan | 0.07 | — | | 7/9/2019 | 108.39 | - | - |
JM | etf_assetclass_US Equity | 2.91 B | 114,648 | JM J.P. Morgan | 0.35 | Extended Market | | 7/31/1998 | 74.77 | 2.39 | 18.59 |
JM | etf_assetclass_US Equity | 2.83 B | 128,051 | JM J.P. Morgan | 0.12 | Large Cap | JP Morgan US Momentum Factor Index | 11/8/2017 | 85.08 | 5.23 | 26.68 |
JM | Stocks | 2.73 B | — | JM J.P. Morgan | 0.30 | Total Market | | 12/6/2018 | 47.06 | 2.34 | 15.80 |
JM | Stocks | 2.73 B | — | JM J.P. Morgan | 0.30 | Total Market | | 12/6/2018 | 52.49 | 1.45 | 10.72 |
JM | Stocks | 2.7 B | 19,361 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 51.88 | - | - |
JM | Bonds | 2.48 B | 4,500 | JM J.P. Morgan | 0.07 | Investment Grade | ICE 0-1 Year US Treasury Securities Index - USD | 7/9/2019 | 91.78 | 0.00 | 0.00 |
JM | Stocks | 2.41 B | 30,370 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 46.30 | - | - |
JM | Bonds | 2.26 B | 236,983 | JM J.P. Morgan | 0.50 | Wide credit | | 4/5/2017 | 46.60 | 0.00 | 0.00 |
JM | Stocks | 2.23 B | 578 | JM J.P. Morgan | 0.25 | Total Market | | 10/10/2018 | 41.90 | 2.48 | 16.60 |
JM | Stocks | 2.23 B | 7,732 | JM J.P. Morgan | 0.25 | — | | 10/10/2018 | 46.48 | - | - |
JM | Bonds | 2.22 B | 160,852 | JM J.P. Morgan | 0.61 | — | | 3/31/2022 | 48.01 | - | - |
JM | Bonds | 2.22 B | 31,716 | JM J.P. Morgan | 0.45 | High-yielding | | 6/24/2025 | 48.62 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 2.1 B | 20,278 | JM J.P. Morgan | 0.07 | Mid Cap | Morningstar US Mid Cap Target Market Exposure Extended | 4/14/2020 | 122.47 | 2.75 | 20.14 |
JM | etf_assetclass_US Equity | 2.06 B | 80,690 | JM J.P. Morgan | 0.55 | Total Market | | 7/29/2011 | 83.08 | 4.31 | 26.07 |
JM | Stocks | 2.04 B | 11,790 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 39.20 | - | - |
JM | Stocks | 2.04 B | 140 | JM J.P. Morgan | 0.30 | — | | 12/6/2018 | 34.96 | - | - |
JM | Bonds | 1.84 B | 10,961 | JM J.P. Morgan | 0.18 | Investment Grade | ICE BofA 3-Month German Treasury Bill Index - EUR - Benchmark TR Net | 6/6/2018 | 110.43 | 0.00 | 0.00 |
JM | Bonds | 1.84 B | 4,450 | JM J.P. Morgan | 0.18 | — | | 6/6/2018 | 110.43 | - | - |
JM | Bonds | 1.83 B | 261,733 | JM J.P. Morgan | 0.33 | Wide credit | | 3/1/2021 | 45.97 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 1.76 B | 147,160 | JM J.P. Morgan | 0.33 | Total Market | | 3/10/2021 | 62.19 | 2.59 | 16.42 |
JM | Bonds | 1.71 B | 6,639 | JM J.P. Morgan | 0.07 | Investment Grade | ICE 0-3 Month US Treasury Notes & Bills Index | 2/17/2021 | 119.73 | 0.00 | 0.00 |
JM | Stocks | 1.64 B | 4,734 | JM J.P. Morgan | 0.35 | — | | 11/30/2023 | 31.91 | - | - |
JM | Stocks | 1.64 B | 4,379 | JM J.P. Morgan | 0.35 | — | | 11/30/2023 | 25.84 | - | - |
JM | Stocks | 1.64 B | 81,170 | JM J.P. Morgan | 0.35 | — | | 11/30/2023 | 25.84 | - | - |
JM | Stocks | 1.64 B | — | JM J.P. Morgan | 0.35 | Total Market | | 11/30/2023 | 31.73 | 3.35 | 20.35 |
JM | Bonds | 1.6 B | 128,416 | JM J.P. Morgan | 0.64 | Wide credit | | 12/1/2010 | 48.77 | 0.00 | 0.00 |
JM | Stocks | 1.46 B | 79,827 | JM J.P. Morgan | 0.35 | Total Market | | 11/30/2023 | 23.06 | 3.35 | 20.35 |
JM | Bonds | 1.39 B | 1,487 | JM J.P. Morgan | 0.18 | — | | 6/6/2018 | 93.43 | - | - |
JM | Stocks | 1.36 B | 185,012 | JM J.P. Morgan | 0.03 | — | | 12/12/2018 | 46.45 | - | - |
JM | Bonds | 1.3 B | 2,704 | JM J.P. Morgan | 0.07 | — | | 2/17/2021 | 90.48 | - | - |
JM | etf_assetclass_Sector Equity | 1.23 B | 39,665 | JM J.P. Morgan | 0.11 | Real estate | MSCI US REIT Custom Capped Index | 6/15/2018 | 99.48 | 2.14 | 28.76 |
JM | etf_assetclass_US Equity | 1.15 B | 49,107 | JM J.P. Morgan | 0.40 | — | | 2/28/2003 | 51.38 | - | - |
JM | etf_assetclass_US Equity | 1.01 B | 61,413 | JM J.P. Morgan | 0.12 | Large Cap | JP Morgan US Value Factor Index | 11/8/2017 | 58.86 | 2.39 | 17.21 |
JM | Bonds | 989.15 M | 3,792 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 100.94 | - | - |
JM | Bonds | 989.15 M | 10,737 | JM J.P. Morgan | 0.18 | Investment Grade | ICE BofA US 3-Month Treasury Bill Index - Benchmark TR Gross | 2/15/2018 | 126.39 | 0.00 | 0.00 |
JM | Bonds | 972.52 M | 106,456 | JM J.P. Morgan | 0.03 | Investment Grade | Bloomberg U.S. Aggregate Bond Index (Benchmark TR Gross) | 12/12/2018 | 43.81 | 0.00 | 0.00 |
JM | Stocks | 950.64 M | — | JM J.P. Morgan | 0.25 | Total Market | | 3/29/2022 | 57.20 | 0.00 | 0.00 |
JM | Stocks | 936.36 M | 2,170 | JM J.P. Morgan | 0.25 | Total Market | | 3/29/2022 | 39.94 | 0.00 | 0.00 |
JM | Stocks | 936.36 M | 7,429 | JM J.P. Morgan | 0.25 | Total Market | MSCI Japan | 3/29/2022 | 43.37 | 1.93 | 17.79 |
JM | Stocks | 936.36 M | 475 | JM J.P. Morgan | 0.25 | — | | 3/29/2022 | 56.44 | - | - |
JM | Bonds | 899.28 M | 58,942 | JM J.P. Morgan | 0.39 | Investment Grade | | 3/31/2010 | 46.02 | 0.00 | 0.00 |
JM | Bonds | 882.72 M | 554 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 90.08 | - | - |
JM | Bonds | 882.72 M | 248 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 112.79 | - | - |
JM | etf_assetclass_International Equity | 872.44 M | 31,874 | JM J.P. Morgan | 0.15 | Total Market | Morningstar Emerging Markets Target Market Exposure Index - Benchmark TR Net | 5/10/2023 | 76.53 | 2.20 | 16.31 |
JM | Bonds | 814.76 M | 200 | JM J.P. Morgan | 0.04 | — | | 12/6/2018 | 120.09 | - | - |
JM | Bonds | 814.76 M | 856 | JM J.P. Morgan | 0.04 | Investment Grade | | 12/6/2018 | 107.17 | 0.00 | 0.00 |
JM | Bonds | 814.76 M | 1,398 | JM J.P. Morgan | 0.04 | Investment Grade | | 12/6/2018 | 96.88 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 811.47 M | 233,099 | JM J.P. Morgan | 0.35 | Large Cap | | 3/18/2026 | 55.58 | 0.00 | 0.00 |
JM | Stocks | 808.17 M | 29,650 | JM J.P. Morgan | 0.85 | Energy | Alerian MLP | 1/26/2024 | 35.10 | 0.00 | 0.00 |
JM | Bonds | 747.48 M | 1,723 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 95.51 | - | - |
JM | Bonds | 747.48 M | 943 | JM J.P. Morgan | 0.18 | — | | 2/15/2018 | 76.28 | - | - |