55I, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Signature - Title
Michael T. Lees - Executive Director
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by 55I, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 55I, LLC didn't report any stock holdings as of Q3 2024. JPMORGAN CHASE & CO is reporting for 55I, LLC.
Holdings Value

JPMORGAN CHASE & CO is reporting for 55I, LLC:

Name Holdings Value Location File Number
JPMORGAN CHASE & CO $1.25T New York, NY 028-00694
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13F-NT 11/8/2024, 09:40 AM
Q2 2024 13F-NT 8/12/2024, 01:25 PM
Q1 2024 13F-NT 5/10/2024, 03:49 PM
Q4 2023 0 $0 13F-NT 2/12/2024, 01:10 PM
Q3 2023 0 13F-NT 11/14/2023, 09:36 AM
Q2 2023 0 13F-NT 8/11/2023, 07:48 AM
Q1 2023 0 13F-NT 5/11/2023, 10:26 AM
Q4 2022 0 13F-NT 2/13/2023, 12:39 PM
Q3 2022 580 $3.58B +$1.02B -$808M +$216M IVV, ESGU, SPLG, EFV, EFG 13F-HR 11/14/2022, 01:08 PM
Q2 2022 540 $3.57B +$1.33B -$1.53B -$193M ESGU, IVV, SPLG, EFV, EFG 13F-HR 8/12/2022, 10:24 AM
Q1 2022 516 $4.22B +$966M -$471M +$495M ESGU, IVV, SPLG, IUSB, EFV 13F-HR 5/11/2022, 11:40 AM
Q4 2021 483 $3.92B +$664M -$237M +$427M ESGU, EFV, IVV, SPLG, EFG 13F-HR 2/9/2022, 09:33 AM
Q3 2021 475 $3.35B +$864M -$289M +$575M ESGU, EFV, SPLG, EFG, IVV 13F-HR 11/9/2021, 03:07 PM
Q2 2021 398 $2.82B +$816M -$79.1M +$737M ESGU, EFV, GOVT, SPLG, IVV 13F-HR 8/12/2021, 05:32 PM
Q1 2021 299 $1.99B +$760M -$154M +$606M ESGU, EFV, IVV, GOVT, SPLG 13F-HR 5/3/2021, 03:23 PM
Q4 2020 242 $1.34B +$356M -$218M +$138M ESGU, IVV, EFG, SPLG, GOVT 13F-HR 2/16/2021, 11:16 AM
Q3 2020 270 $1.11B +$470M -$60M +$410M IVV, ESGU, EFG, GOVT, LQD 13F-HR 10/29/2020, 05:19 PM
Q2 2020 206 $664M +$317M -$24.8M +$292M SCHO, IVV, ESGU, EFG, GOVT 13F-HR 8/13/2020, 10:31 AM
Q1 2020 161 $347M +$207M -$67.6M +$139M SCHO, IVV, SCHR, SUSL, EFG 13F-HR 4/30/2020, 07:12 PM
Q4 2019 138 $234M +$75.9M -$54.8M +$21.1M SCHX, IVV, SCHR, SCHF, IEFA 13F-HR 1/14/2020, 04:49 PM
Q3 2019 123 $205M +$43.2M -$16.9M +$26.4M BIL, SCHO, IVV, SCHR, SHV 13F-HR 1/10/2020, 01:55 PM
Q2 2019 112 $178M +$68.5M -$19.9M +$48.6M BIL, SCHO, IVV, SCHX, SCHR 13F-HR 1/10/2020, 01:53 PM
Q1 2019 83 $126M +$41.5M -$21.6M +$19.9M IVV, SCHX, SCHF, SCHR, SPTM 13F-HR 1/10/2020, 01:51 PM
Q4 2018 55 $99.6M $0 $0 SCHO, IVV, SCHR, BIL, SCHX 13F-HR 1/10/2020, 01:46 PM