JP | Bonds | 50.85 B | — | JP JPMorgan | 0.10 | Investment Grade | ICE 0-1 Year US Treasury Securities Index - USD | 11/19/2019 | 12,835.99 | 0.00 | 0.00 |
JP | Stocks | 32.07 B | — | JP JPMorgan | 0.31 | Total Market | | 10/7/2022 | 5,853.61 | 0.00 | 0.00 |
JP | Bonds | 23.23 B | — | JP JPMorgan | 0.10 | Investment Grade | ICE 0-3 Month US Treasury Notes & Bills Index | 2/17/2021 | 12,572.75 | 0.00 | 0.00 |
JP | Bonds | 1.1 B | — | JP JPMorgan | 0.10 | Investment Grade | JPMorgan GBI United States 1-3 Year Index | 7/17/2020 | 14,295.43 | 0.00 | 0.00 |
JP | Stocks | 757.31 M | — | JP JPMorgan | 0.31 | Total Market | MSCI World Index | 12/8/2021 | 49.46 | 3.81 | 22.43 |
JP | Stocks | 387.4 M | — | JP JPMorgan | 0.25 | Total Market | FTSE All Share Index - GBP | 6/14/2022 | 40.63 | 2.12 | 14.25 |
JP | Stocks | 386.6 M | — | JP JPMorgan | 1.18 | Total Market | Russell 1000 | 1/18/2024 | 34.27 | 0.00 | 0.00 |
JP | Stocks | 386.6 M | — | JP JPMorgan | 1.18 | Total Market | Russell 1000 | 1/18/2024 | 34.27 | 0.00 | 0.00 |
JP | Stocks | 370.14 M | — | JP JPMorgan | 0.25 | Total Market | | 8/9/2023 | 35.97 | 3.79 | 22.70 |
JP | Stocks | 370.14 M | — | JP JPMorgan | 0.25 | Total Market | | 8/9/2023 | 35.97 | 3.79 | 22.70 |
JP | Bonds | 353.63 M | — | JP JPMorgan | 0.54 | Investment Grade | | 12/10/2025 | 92.61 | 0.00 | 0.00 |
JP | Stocks | 327.49 M | — | JP JPMorgan | 0.35 | Large Cap | | 10/1/2024 | 25.04 | 4.86 | 24.44 |
JP | Stocks | 291.9 M | — | JP JPMorgan | 0.34 | Total Market | | 8/9/2023 | 31.07 | 0.00 | 0.00 |
JP | Bonds | 248.3 M | — | JP JPMorgan | 0.15 | Investment Grade | | 1/21/2025 | 10.12 | 0.00 | 0.00 |
JP | Bonds | 248.3 M | — | JP JPMorgan | 0.15 | Investment Grade | | 1/21/2025 | 10.12 | 0.00 | 0.00 |
JP | Bonds | 244.54 M | — | JP JPMorgan | 0.00 | Investment Grade | | 9/24/2025 | 24.73 | 0.00 | 0.00 |
JP | Stocks | 218.97 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 | Stocks | 172.59 M | — | JP JPMorgan | 0.40 | Extended Market | S&P 500 - AUD | 11/8/2022 | 49.41 | 0.00 | 0.00 |
JP | Bonds | 149.34 M | — | JP JPMorgan | 0.70 | Investment Grade | | 10/11/2023 | 10.43 | 0.00 | 0.00 |
JP | Stocks | 143.85 M | — | JP JPMorgan | 0.20 | Total Market | | 8/9/2023 | 31.04 | 0.00 | 0.00 |
JP | Stocks | 124.45 M | — | JP JPMorgan | 0.24 | Topic | JPMorgan Asset Management Carbon Transition Global Equity Index | 10/15/2024 | 26.82 | 4.38 | 23.93 |
JP | Stocks | 124.45 M | — | JP JPMorgan | 0.24 | Topic | JPMorgan Asset Management Carbon Transition Global Equity Index | 10/15/2024 | 26.82 | 4.38 | 23.93 |
JP | Bonds | 123.07 M | — | JP JPMorgan | 0.53 | Investment Grade | | 6/4/2025 | 8.76 | 0.00 | 0.00 |
JP | Stocks | 95.36 M | — | JP JPMorgan | 0.25 | Total Market | FTSE All Share Index - GBP | 6/14/2022 | 36.28 | 0.00 | 0.00 |
JP | Bonds | 90.52 M | — | JP JPMorgan | 0.35 | High-yielding | JP Morgan Asset Management Global High Yield Multi-Factor Index - EUR | 6/3/2020 | 15,189.56 | 0.00 | 0.00 |
JP | Bonds | 83.5 M | — | JP JPMorgan | 0.25 | Investment Grade | | 12/10/2025 | 92.63 | 0.00 | 0.00 |
JP | Stocks | 83.43 M | — | JP JPMorgan | 0.72 | Total Market | MSCI ACWI Index | 6/14/2022 | 40.58 | 3.60 | 22.80 |
JP | Stocks | 83.43 M | — | JP JPMorgan | 0.72 | Total Market | MSCI ACWI Index | 6/14/2022 | 40.58 | 3.60 | 22.80 |
JP | Stocks | 82.43 M | — | JP JPMorgan | 0.72 | Total Market | MSCI ACWI Index | 6/14/2022 | 41.72 | 3.56 | 22.98 |
JP | Stocks | 78.56 M | — | JP JPMorgan | 0.25 | Total Market | | 10/15/2024 | 27.31 | 0.00 | 0.00 |
JP | Stocks | 78.56 M | — | JP JPMorgan | 0.25 | Total Market | | 10/15/2024 | 27.31 | 0.00 | 0.00 |
JP | Stocks | 76.13 M | — | JP JPMorgan | 0.40 | Total Market | | 5/23/2023 | 57.31 | 0.00 | 0.00 |
JP | Stocks | 70.66 M | — | JP JPMorgan | 0.14 | Small Cap | Morningstar US Small Cap Target Market Exposure Extended Index | 8/9/2022 | 35.79 | 0.00 | 0.00 |
JP | Bonds | 60.77 M | — | JP JPMorgan | 0.68 | High-yielding | | 12/10/2024 | 10.33 | 0.00 | 0.00 |
JP | Stocks | 60.17 M | — | JP JPMorgan | 0.28 | Total Market | | 12/10/2024 | 28.49 | 0.00 | 0.00 |
JP | Stocks | 60.04 M | — | JP JPMorgan | 0.30 | Total Market | MSCI World ex Australia Index - AUD - Benchmark TR Net | 5/5/2015 | 79.49 | 0.00 | 0.00 |
JP | Stocks | 58.84 M | — | JP JPMorgan | 0.00 | Total Market | | 7/23/2025 | 40.67 | 4.64 | 22.43 |
JP | Bonds | 55.36 M | — | JP JPMorgan | 0.80 | Investment Grade | | 10/11/2023 | 9.40 | 0.00 | 0.00 |
JP | Bonds | 54.01 M | — | JP JPMorgan | 0.25 | Investment Grade | Bloomberg Global Aggregate Corporate Index Unhedged USD - Benchmark TR Net | 5/20/2025 | 9.12 | 0.00 | 0.00 |
JP | Stocks | 54.01 M | — | JP JPMorgan | 0.00 | Total Market | | 6/11/2025 | 26.70 | 6.04 | 26.58 |
JP | Bonds | 51.8 M | — | JP JPMorgan | 0.32 | Investment Grade | | 2/23/2023 | 118.26 | 0.00 | 0.00 |
JP | Bonds | 51.8 M | — | JP JPMorgan | 0.32 | Investment Grade | | 2/23/2023 | 118.26 | 0.00 | 0.00 |
JP | Bonds | 51.8 M | — | JP JPMorgan | 0.32 | Investment Grade | | 2/23/2023 | 118.26 | 0.00 | 0.00 |
JP | Stocks | 50.27 M | — | JP JPMorgan | 0.20 | Large Cap | S&P 500 | 4/26/2022 | 55.90 | 0.00 | 0.00 |
JP | Bonds | 48.71 M | — | JP JPMorgan | 0.25 | Investment Grade | Bloomberg Global Aggregate Corporate Index Unhedged USD - Benchmark TR Net | 5/20/2025 | 7.81 | 0.00 | 0.00 |
JP | Stocks | 46.91 M | — | JP JPMorgan | 0.25 | Total Market | | 8/9/2023 | 34.92 | 0.00 | 0.00 |
JP | Bonds | 38.53 M | — | JP JPMorgan | 0.53 | High-yielding | | 11/26/2024 | 10.20 | 0.00 | 0.00 |
JP | Bonds | 38.53 M | — | JP JPMorgan | 0.53 | High-yielding | | 11/26/2024 | 10.20 | 0.00 | 0.00 |
JP | Bonds | 35.55 M | — | JP JPMorgan | 0.54 | Investment Grade | | 6/4/2025 | 7.49 | 0.00 | 0.00 |
JP | Stocks | 34.19 M | — | JP JPMorgan | 0.20 | Total Market | | 9/6/2023 | 30.75 | 0.00 | 0.00 |
JP | Bonds | 31.8 M | — | JP JPMorgan | 0.30 | Investment Grade | | 1/21/2025 | 10.07 | 0.00 | 0.00 |
JP | Bonds | 31.8 M | — | JP JPMorgan | 0.30 | Investment Grade | | 1/21/2025 | 10.07 | 0.00 | 0.00 |
JP | Stocks | 29.73 M | 4 | JP JPMorgan | 0.27 | Wide credit | | 3/7/2022 | 87.90 | 0.00 | 0.00 |
JP | Stocks | 28.62 M | — | JP JPMorgan | 0.00 | Large Cap | | 3/19/2025 | 27.35 | 9.36 | 31.74 |
JP | Stocks | 26.53 M | — | JP JPMorgan | 0.00 | Large Cap | | 3/19/2025 | 27.29 | 2.88 | 20.40 |
JP | Bonds | 25.75 M | — | JP JPMorgan | 0.00 | Investment Grade | | 9/24/2025 | 24.77 | 0.00 | 0.00 |
JP | Stocks | 23.95 M | — | JP JPMorgan | 0.30 | Total Market | MSCI World ex Australia - AUD - Benchmark TR Net Hedged | 11/16/2023 | 71.32 | 3.67 | 22.11 |
JP | Stocks | 22.76 M | — | JP JPMorgan | 0.40 | Total Market | | 7/29/2025 | 21.26 | 3.15 | 19.09 |
JP | Stocks | 22.76 M | — | JP JPMorgan | 0.40 | Total Market | | 7/29/2025 | 21.26 | 3.15 | 19.09 |
JP | Stocks | 20.18 M | — | JP JPMorgan | 0.00 | Total Market | | 1/21/2026 | 40.15 | 2.26 | 16.22 |
JP | Stocks | 20.18 M | — | JP JPMorgan | 0.57 | Total Market | | 2/12/2026 | 24.36 | 0.00 | 0.00 |
JP | Stocks | 19.46 M | — | JP JPMorgan | 0.24 | Total Market | | 3/18/2025 | 29.16 | 0.00 | 0.00 |
JP | Stocks | 17.09 M | — | JP JPMorgan | 0.29 | Total Market | | 12/10/2024 | 26.40 | 3.56 | 21.39 |
JP | Bonds | 16.68 M | — | JP JPMorgan | 0.00 | Wide credit | | 7/25/2023 | 50.50 | 0.00 | 0.00 |
JP | Bonds | 16.36 M | — | JP JPMorgan | 0.15 | Investment Grade | | 1/21/2025 | 9.94 | 0.00 | 0.00 |
JP | Stocks | 14.85 M | — | JP JPMorgan | 0.34 | Total Market | | 8/9/2023 | 31.50 | 0.00 | 0.00 |
JP | Stocks | 14.78 M | 1,191 | JP JPMorgan | 0.19 | Total Market | JPMorgan Diversified Factor US Equity Index | 7/19/2019 | 33.77 | 2.67 | 12.37 |
JP | Stocks | 14.61 M | — | JP JPMorgan | 0.57 | Total Market | | 2/12/2026 | 24.36 | 0.00 | 0.00 |
JP | Stocks | 14.35 M | — | JP JPMorgan | 0.46 | Total Market | | 11/6/2025 | 21.69 | 0.00 | 0.00 |
JP | Bonds | 13.78 M | — | JP JPMorgan | 0.17 | Investment Grade | | 10/15/2024 | 99.16 | 0.00 | 0.00 |
JP | Stocks | 13.67 M | — | JP JPMorgan | 0.25 | Total Market | | 9/6/2023 | 29.76 | 2.25 | 16.49 |
JP | Stocks | 13.08 M | — | JP JPMorgan | 0.45 | Total Market | | 11/6/2025 | 21.96 | 3.35 | 20.35 |
JP | Stocks | 12.17 M | — | JP JPMorgan | 0.38 | Total Market | | 9/7/2023 | 73.78 | 0.00 | 0.00 |
JP | Bonds | 12.01 M | — | JP JPMorgan | 0.30 | Investment Grade | | 1/21/2025 | 9.81 | 0.00 | 0.00 |
JP | Bonds | 12.01 M | — | JP JPMorgan | 0.30 | Investment Grade | | 1/21/2025 | 9.81 | 0.00 | 0.00 |
JP | Bonds | 11.97 M | — | JP JPMorgan | 0.39 | Wide credit | J.P. Morgan Emerging Markets Risk-Aware Bond Index | 6/3/2020 | 13,484.58 | 0.00 | 0.00 |
JP | Stocks | 11.41 M | 76.4 | JP JPMorgan | 0.49 | Topic | | 9/7/2022 | 51.44 | 3.40 | 22.94 |
JP | Stocks | 11.27 M | — | JP JPMorgan | 0.40 | Total Market | | 5/25/2023 | 58.02 | 0.00 | 0.00 |
JP | Bonds | 11.18 M | — | JP JPMorgan | 0.68 | High-yielding | | 12/10/2024 | 9.86 | 0.00 | 0.00 |
JP | Bonds | 11.18 M | — | JP JPMorgan | 0.68 | High-yielding | | 12/10/2024 | 9.86 | 0.00 | 0.00 |
JP | Stocks | 10.88 M | — | JP JPMorgan | 0.30 | Total Market | | 10/15/2024 | 30.89 | 0.00 | 0.00 |
JP | Stocks | 10.88 M | — | JP JPMorgan | 0.30 | Total Market | | 10/15/2024 | 30.89 | 0.00 | 0.00 |
JP | Bonds | 10.76 M | — | JP JPMorgan | 0.22 | Investment Grade | J.P. Morgan Government Bond Index United States Select Maturity - Benchmark TR Net | 1/21/2026 | 1,816.55 | 0.00 | 0.00 |
JP | Stocks | 9.92 M | — | JP JPMorgan | 0.35 | Total Market | Solactive J.P.Morgan Asset Management China Carbon Transition Index - Benchmark TR Net | 12/6/2022 | 35.32 | 2.02 | 15.87 |
JP | Stocks | 9.38 M | — | JP JPMorgan | 0.40 | Extended Market | S&P 500 | 11/8/2022 | 50.57 | 0.00 | 0.00 |
JP | Stocks | 8.76 M | — | JP JPMorgan | 0.56 | Total Market | Russell 1000 | 1/18/2024 | 30.18 | 9.15 | 31.84 |
JP | Stocks | 8.37 M | — | JP JPMorgan | 0.49 | Large Cap | S&P 500 | 1/18/2024 | 32.73 | 0.00 | 0.00 |
JP | Stocks | 8.26 M | — | JP JPMorgan | 0.65 | Total Market | | 10/7/2025 | 23.91 | 3.49 | 21.03 |
JP | Stocks | 8.2 M | — | JP JPMorgan | 0.46 | Total Market | | 12/10/2024 | 28.96 | 2.50 | 17.04 |
JP | Stocks | 7.98 M | — | JP JPMorgan | 0.24 | Large Cap | | 10/15/2024 | 26.63 | 0.00 | 0.00 |
JP | Stocks | 7.82 M | — | JP JPMorgan | 0.46 | Total Market | | 12/10/2024 | 28.33 | 2.40 | 16.61 |
JP | Stocks | 7.77 M | — | JP JPMorgan | 0.20 | Total Market | | 8/9/2023 | 28.22 | 0.00 | 0.00 |
JP | Bonds | 7.01 M | — | JP JPMorgan | 0.45 | Investment Grade | | 6/17/2022 | 51.58 | 0.00 | 0.00 |
JP | Bonds | 6.57 M | — | JP JPMorgan | 0.68 | High-yielding | | 12/10/2024 | 8.74 | 0.00 | 0.00 |
JP | Stocks | 6.54 M | — | JP JPMorgan | 0.49 | Total Market | Russell 1000 Value Index - Benchmark TR Net | 1/18/2024 | 32.78 | 0.00 | 0.00 |
JP | Bonds | 6.53 M | — | JP JPMorgan | 0.71 | Investment Grade | | 3/18/2025 | 10.15 | 0.00 | 0.00 |
JP | Stocks | 5.97 M | — | JP JPMorgan | 0.65 | Total Market | | 10/7/2025 | 24.22 | 0.00 | 0.00 |
JP | Bonds | 5.75 M | — | JP JPMorgan | 0.54 | High-yielding | | 3/18/2025 | 10.45 | 0.00 | 0.00 |
JP | Stocks | 5.57 M | — | JP JPMorgan | 0.55 | Total Market | | 4/26/2024 | 55.11 | 4.64 | 22.43 |
JP | Asset allocation | 5.44 M | — | JP JPMorgan | 0.40 | Target risk | | 1/21/2026 | 4.94 | 0.00 | 0.00 |