JP | Bonds | 50.851 B | — | JP JPMorgan | 0.1 | Investment Grade | ICE 0-1 Year US Treasury Securities Index - USD | 11/19/2019 | 12,835.99 | 0 | 0 |
JP | Stocks | 43.847 B | 5.566 M | JP JPMorgan | 0.35 | Large Cap | | 5/20/2020 | 56.45 | 5.39 | 25.03 |
JP | Bonds | 37.699 B | 7.056 M | JP JPMorgan | 0.18 | Investment Grade | | 5/17/2017 | 50.44 | 0 | 0 |
JP | Stocks | 34.492 B | 6.815 M | JP JPMorgan | 0.35 | Large Cap | | 5/3/2022 | 55.58 | 8.22 | 31.59 |
JP | Stocks | 32.072 B | — | JP JPMorgan | 0.31 | Total Market | | 10/7/2022 | 5,853.61 | 0 | 0 |
JP | Bonds | 23.234 B | — | JP JPMorgan | 0.1 | Investment Grade | ICE 0-3 Month US Treasury Notes & Bills Index | 2/17/2021 | 12,572.75 | 0 | 0 |
JP | Stocks | 15.379 B | 2.106 M | JP JPMorgan | 0.19 | Total Market | Morningstar Japan Target Market Exposure Index | 6/15/2018 | 69.53 | 1.83 | 18.13 |
JP | Bonds | 10.853 B | 1.572 M | JP JPMorgan | 0.38 | Wide credit | | 1/28/2019 | 46.85 | 0 | 0 |
JP | Stocks | 10.202 B | — | JP JPMorgan | 0.2 | Large Cap | S&P 500 | 10/10/2018 | 65.82 | 0 | 0 |
JP | Stocks | 10.136 B | 682,421.6 | JP JPMorgan | 0.24 | Total Market | | 6/10/2022 | 76.41 | 2.35 | 17.21 |
JP | Stocks | 10.067 B | 378,445.4 | JP JPMorgan | 0.19 | Total Market | Morningstar Canada Target Market Exposure Index | 8/7/2018 | 94.89 | 2.5 | 18.55 |
JP | Stocks | 8.668 B | 524,615.8 | JP JPMorgan | 0.09 | Total Market | Morningstar Developed Europe Target Market Exposure Index | 6/15/2018 | 73.03 | 2.31 | 16.35 |
JP | Bonds | 8.336 B | 1.313 M | JP JPMorgan | 0.39 | Wide credit | | 10/28/2021 | 45.72 | 0 | 0 |
JP | Stocks | 8.299 B | 582,163.1 | JP JPMorgan | 0.44 | Large Cap | | 8/8/2022 | 85.42 | 9.37 | 31.74 |
JP | Bonds | 7.203 B | 945,429.9 | JP JPMorgan | 0.18 | Investment Grade | | 10/29/2018 | 50.02 | 0 | 0 |
JP | Stocks | 7.048 B | 311,520.5 | JP JPMorgan | 0.02 | Total Market | Morningstar US Target Market Exposure Index | 3/12/2019 | 118.18 | 5.08 | 25.74 |
JP | Bonds | 6.931 B | 915,925.5 | JP JPMorgan | 0.25 | Investment Grade | | 10/11/2023 | 53.53 | 0 | 0 |
JP | Stocks | 6.884 B | 1.177 M | JP JPMorgan | 0.12 | Large Cap | JP Morgan US Quality Factor Index | 11/8/2017 | 61.81 | 5.97 | 24.17 |
JP | Bonds | 6.775 B | 581,738.8 | JP JPMorgan | 0.24 | Investment Grade | | 6/27/2025 | 50.81 | 0 | 0 |
JP | Stocks | 6.607 B | 218,385.6 | JP JPMorgan | 0.47 | Total Market | | 9/13/2023 | 65.4 | 4.64 | 22.47 |
JP | Bonds | 6.36 B | 1.016 M | JP JPMorgan | 0.18 | Investment Grade | | 10/16/2018 | 50.86 | 0 | 0 |
JP | Stocks | 6.167 B | 293,938.3 | JP JPMorgan | 0.19 | Total Market | Morningstar Developed Asia Pacific ex-Japan Target Market Exposure Index | 8/7/2018 | 59.79 | 2 | 19.25 |
JP | Stocks | 6.088 B | 319,074.1 | JP JPMorgan | 0.07 | Total Market | Morningstar Developed Markets ex-North America Target Market Exposure Index | 12/3/2019 | 73.77 | 2.13 | 16.99 |
JP | Stocks | 5.94 B | 460,037.7 | JP JPMorgan | 0.44 | Large Cap | | 10/4/2021 | 71.99 | 2.87 | 20.36 |
JP | Stocks | 5.707 B | — | JP JPMorgan | 0.23 | Total Market | MSCI World Index | 10/10/2018 | 59.09 | 3.62 | 21.27 |
JP | Stocks | 3.769 B | 302,924.4 | JP JPMorgan | 0.5 | Large Cap | | 9/28/2023 | 64.1 | 5.35 | 25.71 |
JP | Bonds | 3.752 B | 597,173.8 | JP JPMorgan | 0.24 | Investment Grade | | 7/28/2023 | 52.1 | 0 | 0 |
JP | Stocks | 3.14 B | 320,924.1 | JP JPMorgan | 0.65 | Topic | | 10/4/2023 | 81.1 | 7.5 | 41.32 |
JP | Stocks | 2.823 B | — | JP JPMorgan | 0.35 | Total Market | | 10/29/2024 | 25.31 | 8.92 | 33.69 |
JP | Stocks | 2.625 B | — | JP JPMorgan | 0.25 | Total Market | | 10/10/2018 | 50.78 | 1.96 | 10.22 |
JP | Stocks | 2.423 B | 172,415.8 | JP JPMorgan | 0.24 | Extended Market | | 5/6/2022 | 67.44 | 2.39 | 18.59 |
JP | Bonds | 2.142 B | 21,598.66 | JP JPMorgan | 0.45 | High-yielding | | 6/24/2025 | 49.82 | 0 | 0 |
JP | Stocks | 1.992 B | 376,328.7 | JP JPMorgan | 0.55 | Total Market | | 9/13/2023 | 85.9 | 1.42 | 11.78 |
JP | Stocks | 1.936 B | 119,998.8 | JP JPMorgan | 0.12 | Large Cap | JP Morgan US Momentum Factor Index | 11/8/2017 | 69.06 | 5.23 | 26.68 |
JP | Stocks | 1.905 B | 46,540.96 | JP JPMorgan | 0.07 | Mid Cap | Morningstar US Mid Cap Target Market Exposure Extended | 4/14/2020 | 110.03 | 2.75 | 20.14 |
JP | Bonds | 1.874 B | 336,883.5 | JP JPMorgan | 0.5 | Wide credit | | 4/5/2017 | 47.51 | 0 | 0 |
JP | Stocks | 1.813 B | — | JP JPMorgan | 0.3 | Total Market | | 6/12/2018 | 42.61 | 1.45 | 10.72 |
JP | Stocks | 1.791 B | — | JP JPMorgan | 0.31 | Total Market | MSCI World Index | 9/15/2021 | 55.83 | 3.34 | 20.45 |
JP | Bonds | 1.783 B | — | JP JPMorgan | 0.19 | Investment Grade | ICE BofA 3-Month German Treasury Bill Index - EUR - Benchmark TR Net | 6/6/2018 | 108.9 | 0 | 0 |
JP | Stocks | 1.722 B | 173,411.4 | JP JPMorgan | 0.44 | Total Market | | 7/28/2023 | 72.04 | 4.31 | 26.07 |
JP | Stocks | 1.437 B | 164,875.3 | JP JPMorgan | 0.33 | Total Market | | 3/10/2021 | 51.98 | 2.59 | 16.42 |
JP | Stocks | 1.398 B | — | JP JPMorgan | 0.35 | Total Market | | 11/30/2023 | 26.82 | 3.35 | 20.35 |
JP | Bonds | 1.391 B | 179,943.4 | JP JPMorgan | 0.33 | Wide credit | | 3/1/2021 | 47.1 | 0 | 0 |
JP | Bonds | 1.288 B | 77,395.16 | JP JPMorgan | 0.45 | Wide credit | | 9/26/2025 | 49.46 | 0 | 0 |
JP | Bonds | 1.139 B | 86,047.31 | JP JPMorgan | 0.03 | Investment Grade | Bloomberg U.S. Aggregate Bond Index (Benchmark TR Gross) | 12/12/2018 | 46.03 | 0 | 0 |
JP | Bonds | 1.096 B | — | JP JPMorgan | 0.1 | Investment Grade | JPMorgan GBI United States 1-3 Year Index | 7/17/2020 | 14,295.43 | 0 | 0 |
JP | Stocks | 1.063 B | — | JP JPMorgan | 0.2 | Large Cap | S&P 500 | 12/16/2019 | 60.53 | 4.37 | 21.48 |
JP | Stocks | 1.037 B | 22,081.57 | JP JPMorgan | 0.11 | Real estate | MSCI US REIT Custom Capped Index | 6/15/2018 | 97.27 | 2.14 | 28.76 |
JP | Stocks | 1.029 B | — | JP JPMorgan | 0.2 | Large Cap | S&P 500 | 3/29/2022 | 52 | 5.15 | 25.69 |
JP | Bonds | 859.43 M | — | JP JPMorgan | 0.18 | Investment Grade | ICE BofA US 3-Month Treasury Bill Index - Benchmark TR Gross | 4/3/2019 | 124.26 | 0 | 0 |
JP | Stocks | 800.292 M | 45,796.85 | JP JPMorgan | 0.85 | Energy | Alerian MLP | 1/26/2024 | 34.36 | 0 | 0 |
JP | Stocks | 757.307 M | — | JP JPMorgan | 0.31 | Total Market | MSCI World Index | 12/8/2021 | 49.46 | 3.81 | 22.43 |
JP | Bonds | 756.461 M | 41,532.4 | JP JPMorgan | 0.25 | Investment Grade | | 4/8/2022 | 48.2 | 0 | 0 |
JP | Stocks | 753.654 M | 61,802.02 | JP JPMorgan | 0.15 | Total Market | Morningstar Emerging Markets Target Market Exposure Index - Benchmark TR Net | 5/10/2023 | 65.58 | 2.2 | 16.31 |
JP | Bonds | 706.146 M | — | JP JPMorgan | 0.16 | Investment Grade | | 12/6/2018 | 107.34 | 0 | 0 |
JP | Stocks | 664.47 M | 60,806.74 | JP JPMorgan | 0.12 | Large Cap | JP Morgan US Value Factor Index | 11/8/2017 | 49.35 | 2.39 | 17.21 |
JP | Stocks | 661.15 M | 13,899.71 | JP JPMorgan | 0.09 | Small Cap | Morningstar US Small Cap Target Market Exposure Extended Index | 11/16/2020 | 76.01 | 2.12 | 17.06 |
JP | Bonds | 624.619 M | — | JP JPMorgan | 0.07 | Investment Grade | ICE 0-1 Year US Treasury Securities Index - USD | 7/9/2019 | 119.25 | 0 | 0 |
JP | Bonds | 597.098 M | 138,029.8 | JP JPMorgan | 0.07 | High-yielding | ICE BofA US High Yield Index | 9/14/2016 | 45.59 | 0 | 0 |
JP | Stocks | 563.684 M | 477,488.2 | JP JPMorgan | 0.85 | Energy | Alerian MLP Index | 4/2/2009 | 28.34 | 0 | 0 |
JP | Stocks | 534.296 M | 28,684.98 | JP JPMorgan | 0.29 | Small Cap | JPMorgan Diversified Factor US Small Cap Equity Index | 11/15/2016 | 52.96 | 1.77 | 15.94 |
JP | Stocks | 488.488 M | — | JP JPMorgan | 0.25 | Total Market | MSCI EMU | 4/26/2022 | 40.54 | 0 | 0 |
JP | Stocks | 488.488 M | — | JP JPMorgan | 0.25 | Total Market | MSCI EMU | 4/26/2022 | 40.54 | 0 | 0 |
JP | Stocks | 484.69 M | — | JP JPMorgan | 0.2 | Total Market | | 8/9/2023 | 36.04 | 5.65 | 27.12 |
JP | Stocks | 457.977 M | — | JP JPMorgan | 0.25 | Total Market | MSCI Japan | 3/29/2022 | 37.5 | 1.93 | 17.79 |
JP | Stocks | 457.977 M | — | JP JPMorgan | 0.25 | Total Market | MSCI Japan | 3/29/2022 | 37.5 | 1.93 | 17.79 |
JP | Stocks | 453.447 M | 30,799.37 | JP JPMorgan | 0.5 | Real estate | | 5/23/2022 | 48.94 | 2.49 | 37.62 |
JP | Stocks | 406.285 M | — | JP JPMorgan | 0.31 | Total Market | MSCI World Index | 12/8/2021 | 43.63 | 3.55 | 21.97 |
JP | Stocks | 405.604 M | 7,655.391 | JP JPMorgan | 0.18 | Large Cap | JPMorgan Diversified Factor US Equity Index | 9/29/2015 | 131.47 | 2.76 | 18.39 |
JP | Stocks | 399.973 M | 13,668.69 | JP JPMorgan | 0.24 | Mid Cap | JPMorgan Diversified Factor US Mid Cap Equity Index | 5/11/2016 | 115.71 | 2.39 | 17.49 |
JP | Stocks | 387.692 M | 45,709.27 | JP JPMorgan | 0.55 | Total Market | | 5/20/2020 | 74.73 | 3.74 | 22.62 |
JP | Stocks | 387.402 M | — | JP JPMorgan | 0.25 | Total Market | FTSE All Share Index - GBP | 6/14/2022 | 40.63 | 2.12 | 14.25 |
JP | Stocks | 386.604 M | — | JP JPMorgan | 1.18 | Total Market | Russell 1000 | 1/18/2024 | 34.27 | 0 | 0 |
JP | Stocks | 386.604 M | — | JP JPMorgan | 1.18 | Total Market | Russell 1000 | 1/18/2024 | 34.27 | 0 | 0 |
JP | Stocks | 375.96 M | 33,594.62 | JP JPMorgan | 0.44 | Total Market | JPMorgan Diversified Factor Emerging Markets Equity Index | 1/7/2015 | 62.65 | 1.57 | 12.2 |
JP | Stocks | 370.137 M | — | JP JPMorgan | 0.25 | Total Market | | 8/9/2023 | 35.97 | 3.79 | 22.7 |
JP | Stocks | 370.137 M | — | JP JPMorgan | 0.25 | Total Market | | 8/9/2023 | 35.97 | 3.79 | 22.7 |
JP | Stocks | 361.729 M | — | JP JPMorgan | 0.23 | Topic | JPMorgan Asset Management Carbon Transition Global Equity Index | 11/4/2020 | 47.35 | 4.38 | 23.93 |
JP | Bonds | 361.098 M | 29,937.24 | JP JPMorgan | 0.18 | Wide credit | | 7/14/2023 | 49.8 | 0 | 0 |
JP | Bonds | 353.635 M | — | JP JPMorgan | 0.54 | Investment Grade | | 12/10/2025 | 92.61 | 0 | 0 |
JP | Stocks | 353.581 M | — | JP JPMorgan | 0.45 | Total Market | | 10/29/2024 | 24.47 | 0 | 0 |
JP | Stocks | 353.535 M | 16,729.16 | JP JPMorgan | 0.37 | Total Market | JPMorgan Diversified Factor International Equity Index | 11/5/2014 | 71.57 | 1.53 | 14.22 |
JP | Bonds | 343.913 M | — | JP JPMorgan | 0.07 | Investment Grade | ICE 0-3 Month US Treasury Notes & Bills Index | 2/17/2021 | 117.51 | 0 | 0 |
JP | Stocks | 327.485 M | — | JP JPMorgan | 0.35 | Large Cap | | 10/1/2024 | 25.04 | 4.86 | 24.44 |
JP | Stocks | 291.901 M | — | JP JPMorgan | 0.34 | Total Market | | 8/9/2023 | 31.07 | 0 | 0 |
JP | Bonds | 288.858 M | — | JP JPMorgan | 0.53 | High-yielding | | 11/26/2024 | 10.87 | 0 | 0 |
JP | Stocks | 274.216 M | 26,865.06 | JP JPMorgan | 0.5 | Total Market | | 7/11/2025 | 52.66 | 2.35 | 17.2 |
JP | Bonds | 270.828 M | 32,528.73 | JP JPMorgan | 0.35 | High-yielding | | 7/14/2023 | 49.74 | 0 | 0 |
JP | Bonds | 248.301 M | — | JP JPMorgan | 0.15 | Investment Grade | | 1/21/2025 | 10.12 | 0 | 0 |
JP | Bonds | 248.301 M | — | JP JPMorgan | 0.15 | Investment Grade | | 1/21/2025 | 10.12 | 0 | 0 |
JP | Bonds | 244.542 M | — | JP JPMorgan | 0 | Investment Grade | | 9/24/2025 | 24.73 | 0 | 0 |
JP | Stocks | 243.519 M | — | JP JPMorgan | 0.22 | Total Market | JPMorgan Diversified Factor Global Developed Equity Index - Discontinued as of 09-Aug-2021 | 7/9/2019 | 48.25 | 2.4 | 17.61 |
JP | Stocks | 218.974 M | — | JP JPMorgan | 0.14 | Small Cap | Morningstar US Small Cap Target Market Exposure Extended Index | 8/9/2022 | 34.47 | 2.56 | 19.41 |
JP | Bonds | 196.205 M | — | JP JPMorgan | 0.1 | Investment Grade | | 6/6/2018 | 100.66 | 0 | 0 |
JP | Stocks | 195.28 M | — | JP JPMorgan | 0.28 | Total Market | | 12/10/2024 | 28.75 | 0 | 0 |
JP | Stocks | 172.586 M | — | JP JPMorgan | 0.4 | Extended Market | S&P 500 - AUD | 11/8/2022 | 49.41 | 0 | 0 |
JP | Stocks | 162.678 M | — | JP JPMorgan | 0.3 | Total Market | MSCI AC Asia ex JP | 2/15/2022 | 31.57 | 2.37 | 17.68 |
JP | Stocks | 162.678 M | — | JP JPMorgan | 0.3 | Total Market | MSCI AC Asia ex JP | 2/15/2022 | 31.57 | 2.37 | 17.68 |
JP | Stocks | 162.678 M | — | JP JPMorgan | 0.3 | Total Market | MSCI AC Asia ex JP | 2/15/2022 | 31.57 | 2.37 | 17.68 |
JP | Bonds | 160.892 M | — | JP JPMorgan | 0.1 | Investment Grade | J.P. Morgan Government Bond Index United States 1-3 Year | 6/6/2018 | 117.27 | 0 | 0 |