Notify me when Johnson Financial Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 920 | $2,671,570,665 | +$70,063,376 | -$112,923,145 | -$42,859,769 | IVV, IWF, IEFA, XLG, JOUT | 13F-HR | 12 Feb 2026, 16:45 |
| Q3 2025 | 1,060 | $2,665,011,715 | +$315,509,111 | -$44,293,351 | +$271,215,760 | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 13 Nov 2025, 16:29 |
| Q2 2025 | 711 | $2,222,112,671 | +$117,373,836 | -$95,912,405 | +$21,461,431 | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 13 Aug 2025, 08:58 |
| Q1 2025 | 845 | $2,043,410,713 | +$102,998,688 | -$72,362,015 | +$30,636,673 | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 15 May 2025, 14:40 |
| Q4 2024 | 832 | $2,114,643,628 | +$222,691,339 | -$342,519,235 | -$119,827,896 | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 14 Feb 2025, 12:57 |
| Q3 2024 | 910 | $2,188,974,139 | +$146,046,948 | -$117,427,814 | +$28,619,134 | IVV, IWF, IEI, IEFA, XLG | 13F-HR | 13 Nov 2024, 14:22 |
| Q2 2024 | 820 | $2,063,406,151 | +$342,547,730 | -$156,532,883 | +$186,014,847 | IVV, IWF, IEI, IEFA, XLG | 13F-HR | 14 Aug 2024, 14:49 |
| Q1 2024 | 765 | $1,858,497,656 | +$142,120,516 | -$174,079,871 | -$31,959,355 | IVV, IWF, IEI, IEFA, JOUT | 13F-HR | 14 May 2024, 16:10 |
| Q4 2023 | 910 | $1,827,655,476 | +$471,398,590 | -$207,026,603 | +$264,371,987 | IVV, IWF, IEI, JOUT, ACWX | Restatement | 09 Feb 2024, 17:25 |
| Q3 2023 | 628 | $1,439,053,059 | +$122,990,040 | -$72,807,583 | +$50,182,457 | IVV, IEI, IXUS, IWF, JOUT | 13F-HR | 14 Nov 2023, 12:37 |
| Q2 2023 | 646 | $1,445,459,868 | +$167,084,495 | -$188,310,226 | -$21,225,731 | IVV, IEI, IWF, JOUT, ACWX | 13F-HR | 14 Aug 2023, 10:37 |
| Q1 2023 | 609 | $1,403,752,240 | +$222,646,305 | -$139,972,067 | +$82,674,238 | IVV, ACWX, JOUT, IWF, IEF | 13F-HR | 12 May 2023, 14:41 |
| Q4 2022 | 624 | $1,261,457,509 | +$167,145,974 | -$33,546,101 | +$133,599,873 | IVV, JOUT, ACWX, IEF, IXUS | 13F-HR | 13 Feb 2023, 15:33 |
| Q3 2022 | 666 | $1,061,388,000 | +$26,016,079 | -$283,962,299 | -$257,946,220 | IVV, ACWX, JOUT, IXUS, IEF | 13F-HR | 14 Nov 2022, 12:05 |
| Q2 2022 | 687 | $1,395,205,000 | +$266,935,965 | -$51,612,497 | +$215,323,468 | IVV, ACWX, JOUT, IXUS, IEF | 13F-HR | 15 Aug 2022, 09:29 |
| Q1 2022 | 663 | $1,415,513,000 | +$43,760,031 | -$106,650,986 | -$62,890,955 | IVV, ACWX, JOUT, IXUS, VTI | 13F-HR | 16 May 2022, 12:55 |
| Q4 2021 | 770 | $1,576,188,000 | +$60,693,662 | -$27,048,817 | +$33,644,845 | IVV, ACWX, JOUT, VTI, OBDC | 13F-HR | 14 Feb 2022, 11:44 |
| Q3 2021 | 744 | $1,470,151,000 | +$23,821,398 | -$40,959,044 | -$17,137,646 | IVV, ACWX, JOUT, VTI, OBDC | 13F-HR | 12 Nov 2021, 11:38 |
| Q2 2021 | 761 | $1,529,160,000 | +$43,259,108 | -$43,570,187 | -$311,079 | IVV, ACWX, JOUT, VTI, OBDC | 13F-HR | 13 Aug 2021, 16:12 |
| Q1 2021 | 639 | $1,486,931,000 | +$253,837,409 | -$38,649,451 | +$215,187,958 | IVV, JOUT, ACWX, OBDC, VTI | 13F-HR | 14 May 2021, 14:31 |
| Q4 2020 | 492 | $1,169,390,000 | +$79,694,778 | -$27,782,677 | +$51,912,101 | IVV, JOUT, ACWX, VTI, SPY | 13F-HR | 12 Feb 2021, 11:14 |
| Q3 2020 | 442 | $978,521,000 | +$75,954,990 | -$54,188,955 | +$21,766,035 | IVV, JOUT, ACWX, VTI, SPY | 13F-HR | 12 Nov 2020, 16:39 |
| Q2 2020 | 443 | $930,976,000 | +$76,086,272 | -$152,598,358 | -$76,512,086 | IVV, JOUT, ACWX, VTI, SPY | 13F-HR | 11 Aug 2020, 13:01 |
| Q1 2020 | 478 | $836,609,000 | +$48,445,867 | -$83,347,752 | -$34,901,885 | IVV, JOUT, IWD, ACWX, VTI | 13F-HR | 14 May 2020, 09:00 |
| Q4 2019 | 510 | $1,107,423,000 | +$90,614,561 | -$175,508,608 | -$84,894,047 | IVV, JOUT, IWD, ACWX, IWS | 13F-HR | 14 Feb 2020, 11:11 |
| Q3 2019 | 551 | $1,090,207,000 | +$44,275,640 | -$63,314,443 | -$19,038,803 | IVV, JOUT, IWD, ACWX, VTI | 13F-HR | 12 Nov 2019, 11:11 |
| Q2 2019 | 547 | $1,123,795,000 | +$46,023,117 | -$82,510,501 | -$36,487,384 | IVV, JOUT, IWD, ACWX, GVI | 13F-HR | 09 Aug 2019, 09:49 |
| Q1 2019 | 525 | $1,127,244,000 | +$110,276,623 | -$73,811,052 | +$36,465,571 | IVV, JOUT, GVI, IWD, ACWX | 13F-HR | 13 May 2019, 11:23 |
| Q4 2018 | 524 | $971,556,000 | +$210,186,908 | -$58,250,214 | +$151,936,694 | IVV, JOUT, GVI, EFA, ACWX | 13F-HR | 11 Feb 2019, 11:20 |
| Q3 2018 | 542 | $980,289,000 | +$63,892,170 | -$52,210,999 | +$11,681,171 | JOUT, IVV, GVI, PCEF, ACWX | 13F-HR | 09 Nov 2018, 15:34 |
| Q2 2018 | 538 | $911,387,000 | +$102,792,383 | -$75,277,473 | +$27,514,910 | JOUT, IVV, GVI, PCEF, IWB | 13F-HR | 07 Aug 2018, 11:42 |
| Q1 2018 | 561 | $836,659,000 | +$82,421,037 | -$42,398,456 | +$40,022,581 | JOUT, IVV, PCEF, IWB, EFA | 13F-HR | 07 May 2018, 14:08 |
| Q4 2017 | 591 | $816,495,000 | +$67,682,809 | -$22,323,244 | +$45,359,565 | JOUT, IVV, IWB, PCEF, EFA | 13F-HR | 12 Feb 2018, 14:36 |
| Q3 2017 | 550 | $760,245,000 | +$28,270,393 | -$26,680,286 | +$1,590,107 | JOUT, IWB, PCEF, IVV, EFA | 13F-HR | 09 Nov 2017, 15:39 |
| Q2 2017 | 552 | $695,220,000 | +$32,076,123 | -$168,561,267 | -$136,485,144 | JOUT, PCEF, IWB, EFA, IVV | 13F-HR | 10 Aug 2017, 10:09 |
| Q1 2017 | 643 | $794,355,000 | +$86,789,787 | -$39,097,577 | +$47,692,210 | JOUT, PCEF, IWB, EFA, SPY | 13F-HR | 12 May 2017, 17:23 |
| Q4 2016 | 667 | $725,185,000 | +$36,940,831 | -$86,147,057 | -$49,206,226 | JOUT, PCEF, IWB, SPY, EFA | Restatement | 07 Feb 2017, 15:07 |
| Q3 2016 | 716 | $748,763,000 | +$32,266,514 | -$45,046,275 | -$12,779,761 | JOUT, PCEF, IWB, EFA, SPY | 13F-HR | 14 Nov 2016, 14:29 |
| Q2 2016 | 763 | $722,084,000 | +$228,953,196 | -$27,385,841 | +$201,567,355 | JOUT, PCEF, IWB, VOE, EFA | 13F-HR | 12 Aug 2016, 12:48 |
| Q1 2016 | 762 | $500,072,000 | +$68,647,988 | -$60,502,034 | +$8,145,954 | JOUT, KMB, SPY, IWF, MO | 13F-HR | 09 May 2016, 16:48 |
| Q4 2015 | 797 | $481,185,000 | +$40,696,901 | -$40,343,597 | +$353,304 | JOUT, KMB, IWF, MO, SPY | 13F-HR | 08 Feb 2016, 12:55 |
| Q3 2015 | 822 | $456,855,000 | +$32,945,752 | -$24,988,759 | +$7,956,993 | JOUT, KMB, IWF, IWD, MO | 13F-HR | 02 Nov 2015, 15:06 |
| Q2 2015 | 886 | $482,428,000 | +$60,680,428 | -$15,664,621 | +$45,015,807 | JOUT, KMB, IWF, IWD, AAPL | 13F-HR | 11 Aug 2015, 10:51 |
| Q1 2015 | 834 | $465,907,000 | +$61,146,383 | -$32,205,464 | +$28,940,919 | JOUT, IWF, IWD, AAPL, SPY | 13F-HR | 12 May 2015, 14:28 |
| Q4 2014 | 800 | $431,059,000 | +$39,118,233 | -$18,959,100 | +$20,159,133 | JOUT, SPY, PM, AAPL, MSFT | 13F-HR | 10 Feb 2015, 14:43 |
| Q3 2014 | 766 | $383,452,000 | +$18,008,060 | -$12,787,386 | +$5,220,674 | JOUT, PM, MSFT, MO, AAPL | 13F-HR | 14 Nov 2014, 09:23 |
| Q2 2014 | 695 | $379,175,000 | +$42,779,925 | -$10,084,248 | +$32,695,677 | JOUT, PM, MSFT, AAPL, MO | 13F-HR | 06 Aug 2014, 11:18 |
| Q1 2014 | 711 | $342,168,000 | +$18,506,049 | -$21,263,841 | -$2,757,792 | JOUT, PM, MO, MSFT, PFE | 13F-HR | 14 May 2014, 15:49 |
| Q4 2013 | 689 | $345,209,000 | $0 | $0 | $0 | JOUT, PM, AAPL, MO, CVX | 13F-HR | 11 Feb 2014, 15:48 |