13F Filings History of 55I, LLC
- Latest 13F filing
- Q2 2026 - 12 Aug 2026
- Largest 13F holdings
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IVV ESGU SPLG EFV EFG USMV VOO OEF IVLU IJR IWB SUSL
+8 more
EEMV QUAL EELV IEV IEFA EEM VTI SCHG - Form 13F summary
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- 55I, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- 55I, LLC reported 580 equity holdings with a total reported market value of $3,579,271,000 for Q3 2022. Top reported holdings included IVV, ESGU, SPLG, EFV, and EFG. <a href="/investor/0000019617-jpmorgan-chase-co">JPMORGAN CHASE & CO</a> is reporting for 55I, LLC.
- Manager signature
- Sachin Shah - Chief Operating Officer
- Manager location
- Boston, MA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
JPMORGAN CHASE & CO is reporting for 55I, LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| JPMORGAN CHASE & CO | $1,712,328,088,567 | New York, NY | 028-00694 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2022
Latest value
$3,579,271,000
Quarter delta
n/a
Accepted
14 Nov 2022, 13:08
Rows shown
1-25 of 31
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $0 | 13F-NT | 12 Aug 2026, 12:47 | |||||
| Q1 2026 | $0 | 13F-NT | 13 May 2026, 14:05 | |||||
| Q4 2025 | $0 | 13F-NT | 11 Feb 2026, 11:15 | |||||
| Q3 2025 | $0 | 13F-NT | 07 Nov 2025, 12:41 | |||||
| Q2 2025 | $0 | 13F-NT | 12 Aug 2025, 10:42 | |||||
| Q1 2025 | $0 | 13F-NT | 12 May 2025, 11:21 | |||||
| Q4 2024 | $0 | 13F-NT | 12 Feb 2025, 07:54 | |||||
| Q3 2024 | $0 | 13F-NT | 08 Nov 2024, 09:40 | |||||
| Q2 2024 | $0 | 13F-NT | 12 Aug 2024, 13:25 | |||||
| Q1 2024 | $0 | 13F-NT | 10 May 2024, 15:49 | |||||
| Q4 2023 | 0 | $0 | $0 | 13F-NT | 12 Feb 2024, 13:10 | |||
| Q3 2023 | 0 | $0 | 13F-NT | 14 Nov 2023, 09:36 | ||||
| Q2 2023 | 0 | $0 | 13F-NT | 11 Aug 2023, 07:48 | ||||
| Q1 2023 | 0 | $0 | 13F-NT | 11 May 2023, 10:26 | ||||
| Q4 2022 | 0 | $0 | 13F-NT | 13 Feb 2023, 12:39 | ||||
| Q3 2022 | 580 | $3,579,271,000 | +$1,023,613,898 | -$807,936,650 | +$215,677,248 | IVV, ESGU, SPLG, EFV, EFG | 13F-HR | 14 Nov 2022, 13:08 |
| Q2 2022 | 540 | $3,573,495,000 | +$1,333,799,145 | -$1,526,784,895 | -$192,985,750 | ESGU, IVV, SPLG, EFV, EFG | 13F-HR | 12 Aug 2022, 10:24 |
| Q1 2022 | 516 | $4,220,655,000 | +$965,569,051 | -$470,659,105 | +$494,909,946 | ESGU, IVV, SPLG, IUSB, EFV | 13F-HR | 11 May 2022, 11:40 |
| Q4 2021 | 483 | $3,919,704,000 | +$664,238,669 | -$237,266,943 | +$426,971,726 | ESGU, EFV, IVV, SPLG, EFG | 13F-HR | 09 Feb 2022, 09:33 |
| Q3 2021 | 475 | $3,350,641,000 | +$863,724,775 | -$288,744,928 | +$574,979,847 | ESGU, EFV, SPLG, EFG, IVV | 13F-HR | 09 Nov 2021, 15:07 |
| Q2 2021 | 398 | $2,822,444,000 | +$816,157,139 | -$79,077,081 | +$737,080,058 | ESGU, EFV, GOVT, SPLG, IVV | 13F-HR | 12 Aug 2021, 17:32 |
| Q1 2021 | 299 | $1,987,637,000 | +$759,877,711 | -$153,786,061 | +$606,091,650 | ESGU, EFV, IVV, GOVT, SPLG | 13F-HR | 03 May 2021, 15:23 |
| Q4 2020 | 242 | $1,341,117,000 | +$355,907,143 | -$217,994,022 | +$137,913,121 | ESGU, IVV, EFG, SPLG, GOVT | 13F-HR | 16 Feb 2021, 11:16 |
| Q3 2020 | 270 | $1,107,358,000 | +$469,994,639 | -$60,047,766 | +$409,946,873 | IVV, ESGU, EFG, GOVT, LQD | 13F-HR | 29 Oct 2020, 17:19 |
| Q2 2020 | 206 | $663,796,000 | +$316,545,467 | -$24,753,102 | +$291,792,365 | SCHO, IVV, ESGU, EFG, GOVT | 13F-HR | 13 Aug 2020, 10:31 |