JM | Stocks | 112.28 M | 386 | JM J.P. Morgan | 0.04 | — | | 4/3/2019 | 74.44 | - | - |
JM | Stocks | 112.28 M | 704 | JM J.P. Morgan | 0.04 | — | | 4/3/2019 | 66.85 | - | - |
JM | Bonds | 111.48 M | — | JM J.P. Morgan | 0.04 | Investment Grade | Bloomberg EUR Corporate (1-5 Y) | 12/6/2018 | 108.68 | 0.00 | 0.00 |
JM | Stocks | 100.61 M | 676 | JM J.P. Morgan | 0.04 | — | | 4/3/2019 | 66.70 | - | - |
JM | etf_assetclass_Cash & Cash Equivalents | 97.13 M | 8,607 | JM J.P. Morgan | 0.16 | Investment Grade | | 12/10/2025 | 100.13 | 0.00 | 0.00 |
JM | Bonds | 95.03 M | 19,845 | JM J.P. Morgan | 0.39 | Wide credit | J.P. Morgan Emerging Markets Risk-Aware Bond Index | 1/29/2018 | 38.01 | 0.00 | 0.00 |
JM | Bonds | 94.61 M | 349 | JM J.P. Morgan | 0.04 | — | | 12/6/2018 | 91.91 | - | - |
JM | Bonds | 85.44 M | 290 | JM J.P. Morgan | 0.04 | Investment Grade | Bloomberg US Corporate Bond Index - Benchmark TR Net | 12/6/2018 | 84.10 | 0.00 | 0.00 |
JM | Bonds | 85.44 M | 195 | JM J.P. Morgan | 0.04 | Investment Grade | Bloomberg US Corporate Bond Index - Benchmark TR Net | 12/6/2018 | 93.12 | 0.00 | 0.00 |
JM | Bonds | 85.44 M | 442 | JM J.P. Morgan | 0.04 | Investment Grade | Bloomberg US Corporate Bond Index - Benchmark TR Net | 12/6/2018 | 121.97 | 0.00 | 0.00 |
JM | Stocks | 85.02 M | 915 | JM J.P. Morgan | 0.04 | — | | 4/3/2019 | 56.36 | - | - |
JM | Stocks | 85.02 M | 419 | JM J.P. Morgan | 0.04 | Total Market | Morningstar US Target Market Exposure Index | 4/3/2019 | 50.62 | 5.08 | 25.77 |
JM | Bonds | 76.57 M | 148.9 | JM J.P. Morgan | 0.04 | — | | 12/6/2018 | 109.30 | - | - |
JM | Bonds | 75.18 M | 5,868 | JM J.P. Morgan | 0.04 | Investment Grade | ICE BofA US Treasury Bond (3-10 Y) | 4/19/2023 | 93.97 | 0.00 | 0.00 |
JM | Bonds | 64.7 M | 105 | JM J.P. Morgan | 0.04 | — | | 12/6/2018 | 92.36 | - | - |
JM | Bonds | 64.7 M | 182 | JM J.P. Morgan | 0.04 | Investment Grade | Bloomberg US Corporate Bond Index - Benchmark TR Net | 12/6/2018 | 55.01 | 0.00 | 0.00 |
JM | Bonds | 64.51 M | 903 | JM J.P. Morgan | 0.07 | Investment Grade | J.P. Morgan Government Bond Index United States Select Maturity - Benchmark TR Net | 4/25/2019 | 104.30 | 0.00 | 0.00 |
JM | Bonds | 64.51 M | 1,351 | JM J.P. Morgan | 0.10 | Investment Grade | J.P. Morgan Government Bond Index United States Select Maturity - Benchmark TR Net | 4/25/2019 | 77.53 | 0.00 | 0.00 |
JM | Stocks | 62.54 M | 3,145 | JM J.P. Morgan | 0.09 | — | | 12/12/2018 | 45.38 | - | - |
JM | Bonds | 57.81 M | 357 | JM J.P. Morgan | 0.07 | — | | 4/25/2019 | 93.46 | - | - |
JM | Stocks | 55.43 M | — | JM J.P. Morgan | 0.39 | Large Cap | S&P 500 | 1/18/2024 | 38.48 | 5.55 | 26.22 |
JM | Stocks | 55.35 M | 988 | JM J.P. Morgan | 0.39 | Large Cap | S&P 500 | 1/18/2024 | 38.43 | 5.55 | 26.22 |
JM | Bonds | 54.64 M | 1,705 | JM J.P. Morgan | 0.04 | Investment Grade | ICE BofA US Treasury Bond (1-3 Y) | 4/19/2023 | 97.14 | 0.00 | 0.00 |
JM | Bonds | 53.76 M | 3,441 | JM J.P. Morgan | 0.04 | Investment Grade | Bloomberg US Corporate Investment Grade Index - Benchmark TR Gross | 12/12/2018 | 43.01 | 0.00 | 0.00 |
JM | Bonds | 48.85 M | 475 | JM J.P. Morgan | 0.07 | — | | 4/25/2019 | 78.97 | - | - |
JM | etf_assetclass_Multi-Asset | 47.53 M | 4,658 | JM J.P. Morgan | 0.51 | Goal Outcome | | 2/12/2025 | 52.82 | 0.00 | 0.00 |
JM | Stocks | 40.79 M | — | JM J.P. Morgan | 0.28 | Investment Grade | Bloomberg China Treasury + Policy Bank + Liquid IG Credit Issuers Index - Benchmark TR Net | 5/12/2022 | 106.41 | 0.00 | 0.00 |
JM | Stocks | 40.79 M | 68 | JM J.P. Morgan | 0.28 | — | | 5/12/2022 | 106.41 | - | - |
JM | Stocks | 40 M | 15,431 | JM J.P. Morgan | 0.12 | Large Cap | JP Morgan US Minimum Volatility Index | 11/8/2017 | 36.02 | 3.24 | 19.88 |
JM | Bonds | 34.05 M | 1,355 | JM J.P. Morgan | 0.04 | Investment Grade | US Treasury 20+ Year Index | 4/19/2023 | 73.63 | 0.00 | 0.00 |
JM | Bonds | 33.1 M | 623 | JM J.P. Morgan | 0.07 | Investment Grade | J.P. Morgan Government Bond Index United Kingdom 1-5 Year - GBP | 6/6/2018 | 92.25 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 31.36 M | 2,713 | JM J.P. Morgan | 0.65 | Total Market | | 5/16/2024 | 78.41 | 2.80 | 16.29 |
JM | etf_assetclass_US Equity | 31.35 M | 1,286 | JM J.P. Morgan | 0.50 | Large Cap | | 3/26/2025 | 62.69 | 8.05 | 32.41 |
JM | Stocks | 30.58 M | 3,649 | JM J.P. Morgan | 0.25 | Total Market | | 7/27/2021 | 43.98 | 1.72 | 10.31 |
JM | etf_assetclass_International Equity | 28.49 M | 962 | JM J.P. Morgan | 0.74 | Total Market | | 1/27/2026 | 50.88 | 2.27 | 16.25 |
JM | etf_assetclass_US Equity | 28.1 M | 1,258 | JM J.P. Morgan | 1.21 | — | | 7/30/2026 | 51.09 | - | - |
JM | etf_assetclass_US Equity | 27.41 M | 1,032 | JM J.P. Morgan | 0.55 | Small Cap | Russell 2000 | 3/7/2023 | 66.05 | 1.53 | 15.26 |
JM | Stocks | 26.33 M | 486 | JM J.P. Morgan | 0.49 | Topic | | 9/22/2022 | 50.28 | 2.25 | 19.27 |
JM | Bonds | 24.83 M | 547 | JM J.P. Morgan | 0.10 | Investment Grade | JP Morgan EMU | 4/25/2019 | 91.15 | 0.00 | 0.00 |
JM | Stocks | 21.78 M | 1,937 | JM J.P. Morgan | 0.40 | Total Market | | 7/30/2024 | 46.19 | 0.00 | 0.00 |
JM | Stocks | 21.02 M | — | JM J.P. Morgan | 0.40 | Total Market | MSCI China A | 2/15/2022 | 25.04 | 1.87 | 16.23 |
JM | Stocks | 21.02 M | — | JM J.P. Morgan | 0.40 | Total Market | MSCI China A | 2/15/2022 | 25.04 | 1.87 | 16.23 |
JM | Stocks | 20.82 M | 306 | JM J.P. Morgan | 0.40 | Total Market | MSCI China A | 2/15/2022 | 22.58 | 1.87 | 16.23 |
JM | Stocks | 20.82 M | 999 | JM J.P. Morgan | 0.40 | Total Market | MSCI China A | 2/15/2022 | 24.81 | 1.87 | 16.23 |
JM | Bonds | 18.8 M | 1,353 | JM J.P. Morgan | 0.10 | — | | 4/25/2019 | 77.00 | - | - |
JM | Stocks | 17.48 M | 2,001 | JM J.P. Morgan | 0.50 | Total Market | | 10/7/2025 | 26.92 | 8.22 | 31.59 |
JM | Stocks | 16.98 M | 1,547 | JM J.P. Morgan | 0.10 | — | | 5/3/2019 | - | - | - |
JM | etf_assetclass_US Equity | 16.8 M | 306 | JM J.P. Morgan | 0.30 | Large Cap | | 8/7/2024 | 74.65 | 5.00 | 24.57 |
JM | Bonds | 16.62 M | 417 | JM J.P. Morgan | 0.10 | — | | 2/15/2018 | 102.73 | - | - |
JM | Bonds | 16.62 M | 35 | JM J.P. Morgan | 0.10 | — | | 2/15/2018 | 102.73 | - | - |
JM | Bonds | 14.84 M | — | JM J.P. Morgan | 0.10 | Investment Grade | J.P. Morgan EMU Government Bond Index 13 Year - EUR | 2/15/2018 | 102.67 | 0.00 | 0.00 |
JM | Stocks | 14.59 M | 1,719 | JM J.P. Morgan | 0.50 | Total Market | | 10/7/2025 | 26.58 | 0.00 | 0.00 |
JM | Stocks | 14.59 M | — | JM J.P. Morgan | 0.50 | Total Market | | 10/7/2025 | 26.57 | 0.00 | 0.00 |
JM | Stocks | 14.44 M | 592 | JM J.P. Morgan | 0.05 | Investment Grade | Bloomberg Short-Term US Aggregate | 3/13/2019 | 48.16 | 0.00 | 0.00 |
JM | etf_assetclass_International Equity | 14.11 M | 1,093 | JM J.P. Morgan | 0.65 | Total Market | | 3/15/2023 | 51.30 | 2.07 | 14.56 |
JM | Stocks | 13.63 M | — | JM J.P. Morgan | 0.00 | — | | 1/28/2025 | - | - | - |
JM | etf_assetclass_Global Equity | 12.76 M | 1,360 | JM J.P. Morgan | 0.47 | Large Cap | | 9/25/2024 | 56.71 | 3.58 | 19.74 |
JM | Stocks | 12.62 M | 100 | JM J.P. Morgan | 0.49 | Topic | | 9/30/2022 | 57.00 | 3.85 | 21.81 |
JM | Bonds | 12.59 M | 299 | JM J.P. Morgan | 0.10 | — | | 2/15/2018 | 86.78 | - | - |
JM | Bonds | 11.54 M | 59 | JM J.P. Morgan | 0.24 | — | | 3/17/2022 | 103.39 | 0.00 | 0.00 |
JM | Bonds | 11.54 M | 25 | JM J.P. Morgan | 0.25 | Investment Grade | Bloomberg China Treasury + Policy Bank + Liquid IG Credit Issuers Index - Benchmark TR Net | 3/17/2022 | 95.04 | 0.00 | 0.00 |
JM | Bonds | 11.2 M | — | JM J.P. Morgan | 0.24 | Investment Grade | Bloomberg China Treasury + Policy Bank + Liquid IG Credit Issuers Index - Benchmark TR Net | 3/17/2022 | 100.38 | 0.00 | 0.00 |
JM | Bonds | 10 M | 148 | JM J.P. Morgan | 0.24 | — | | 3/17/2022 | 89.58 | - | - |
JM | etf_assetclass_US Equity | 9.34 M | 1,682 | JM J.P. Morgan | 0.40 | Small Cap | | 8/7/2024 | 71.85 | 2.27 | 18.38 |
JM | etf_assetclass_International Equity | 9.1 M | 374 | JM J.P. Morgan | 0.65 | Healthcare | | 11/1/2023 | 60.69 | 4.96 | 22.26 |
JM | etf_assetclass_US Equity | 7.99 M | 588 | JM J.P. Morgan | 0.35 | Mid Cap | Russell Midcap | 8/7/2024 | 66.62 | 3.19 | 21.66 |
JM | etf_assetclass_Global Equity | 7.72 M | 1,152 | JM J.P. Morgan | 0.49 | Topic | | 12/13/2021 | 51.48 | 3.14 | 21.75 |
JM | Stocks | 6.81 M | 1,860 | JM J.P. Morgan | 0.40 | Total Market | | 7/30/2024 | 45.02 | 0.00 | 0.00 |
JM | etf_assetclass_US Equity | 6.77 M | 839 | JM J.P. Morgan | 0.15 | Topic | JPMorgan Asset Management Carbon Transition U.S. Equity Index | 12/9/2020 | 90.23 | 5.82 | 29.19 |
JM | Stocks | 1.48 M | 31 | JM J.P. Morgan | 0.07 | Investment Grade | ICE BofA U.S. Treasuries Inflation-Linked (0-5 Y) | 5/11/2023 | 98.27 | 0.00 | 0.00 |
JM | Stocks | — | 7 | JM J.P. Morgan | 0.39 | — | | 10/10/2018 | 82.59 | - | - |
JM | Stocks | — | 19 | JM J.P. Morgan | 0.00 | — | | 12/5/2018 | 95.19 | - | - |