Notify me when Johnson Financial Group, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,060 | $2.67B | +$316M | -$44.3M | +$271M | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 11/13/2025, 04:29 PM |
| Q2 2025 | 711 | $2.22B | +$117M | -$95.9M | +$21.5M | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 8/13/2025, 08:58 AM |
| Q1 2025 | 845 | $2.04B | +$103M | -$72.4M | +$30.6M | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 5/15/2025, 02:40 PM |
| Q4 2024 | 832 | $2.11B | +$223M | -$343M | -$120M | IVV, IWF, IEFA, XLG, IEI | 13F-HR | 2/14/2025, 12:57 PM |
| Q3 2024 | 910 | $2.19B | +$146M | -$117M | +$28.6M | IVV, IWF, IEI, IEFA, XLG | 13F-HR | 11/13/2024, 02:22 PM |
| Q2 2024 | 820 | $2.06B | +$343M | -$157M | +$186M | IVV, IWF, IEI, IEFA, XLG | 13F-HR | 8/14/2024, 02:49 PM |
| Q1 2024 | 763 | $1.86B | +$142M | -$174M | -$32M | IVV, IWF, IEI, IEFA, JOUT | 13F-HR | 5/14/2024, 04:10 PM |
| Q4 2023 | 906 | $1.83B | +$471M | -$207M | +$264M | IVV, IWF, IEI, JOUT, ACWX | Restatement | 2/9/2024, 05:25 PM |
| Q3 2023 | 713 | $1.44B | +$123M | -$72.8M | +$50.2M | IVV, IEI, IXUS, IWF, JOUT | 13F-HR | 11/14/2023, 12:37 PM |
| Q2 2023 | 712 | $1.45B | +$167M | -$188M | -$21.2M | IVV, IEI, IWF, JOUT, ACWX | 13F-HR | 8/14/2023, 11:37 AM |
| Q1 2023 | 608 | $1.4B | +$223M | -$137M | +$86M | IVV, ACWX, JOUT, IWF, IEF | 13F-HR | 5/12/2023, 02:41 PM |
| Q4 2022 | 624 | $1.26B | +$149M | -$33.8M | +$115M | IVV, JOUT, ACWX, IEF, IXUS | 13F-HR | 2/13/2023, 02:33 PM |
| Q3 2022 | 555 | $1.05B | +$26.4M | -$250M | -$224M | IVV, ACWX, JOUT, IXUS, IEF | 13F-HR | 11/14/2022, 11:05 AM |
| Q2 2022 | 634 | $1.39B | +$267M | -$47.7M | +$219M | IVV, ACWX, JOUT, IXUS, IEF | 13F-HR | 8/15/2022, 09:29 AM |
| Q1 2022 | 643 | $1.41B | +$43.4M | -$104M | -$60.2M | IVV, ACWX, JOUT, IXUS, VTI | 13F-HR | 5/16/2022, 12:55 PM |
| Q4 2021 | 712 | $1.57B | +$60.7M | -$25.5M | +$35.2M | IVV, ACWX, JOUT, VTI, OBDC | 13F-HR | 2/14/2022, 10:44 AM |
| Q3 2021 | 710 | $1.47B | +$23M | -$40.6M | -$17.5M | IVV, ACWX, JOUT, VTI, OBDC | 13F-HR | 11/12/2021, 11:38 AM |
| Q2 2021 | 722 | $1.53B | +$42.9M | -$43.9M | -$927K | IVV, ACWX, JOUT, VTI, OBDC | 13F-HR | 8/13/2021, 04:12 PM |
| Q1 2021 | 624 | $1.49B | +$254M | -$38.1M | +$216M | IVV, JOUT, ACWX, OBDC, VTI | 13F-HR | 5/14/2021, 02:31 PM |
| Q4 2020 | 484 | $1.17B | +$79.7M | -$26.2M | +$53.4M | IVV, JOUT, ACWX, VTI, SPY | 13F-HR | 2/12/2021, 10:14 AM |
| Q3 2020 | 432 | $978M | +$76M | -$53.8M | +$22.2M | IVV, JOUT, ACWX, VTI, SPY | 13F-HR | 11/12/2020, 03:39 PM |
| Q2 2020 | 430 | $931M | +$76.1M | -$147M | -$70.4M | IVV, JOUT, ACWX, VTI, SPY | 13F-HR | 8/11/2020, 01:01 PM |
| Q1 2020 | 454 | $835M | +$48.4M | -$81.7M | -$33.3M | IVV, JOUT, IWD, ACWX, VTI | 13F-HR | 5/14/2020, 09:00 AM |
| Q4 2019 | 501 | $1.11B | +$90.6M | -$158M | -$67.8M | IVV, JOUT, IWD, ACWX, IWS | 13F-HR | 2/14/2020, 10:11 AM |
| Q3 2019 | 535 | $1.09B | +$44.6M | -$62.1M | -$17.4M | IVV, JOUT, IWD, ACWX, VTI | 13F-HR | 11/12/2019, 10:11 AM |
| Q2 2019 | 531 | $1.12B | +$46M | -$81.8M | -$35.8M | IVV, JOUT, IWD, ACWX, GVI | 13F-HR | 8/9/2019, 09:49 AM |
| Q1 2019 | 505 | $1.13B | +$110M | -$73.3M | +$36.9M | IVV, JOUT, GVI, IWD, ACWX | 13F-HR | 5/13/2019, 11:23 AM |
| Q4 2018 | 516 | $972M | +$210M | -$41.7M | +$168M | IVV, JOUT, GVI, EFA, ACWX | 13F-HR | 2/11/2019, 10:20 AM |
| Q3 2018 | 531 | $980M | +$63.9M | -$50.8M | +$13.1M | JOUT, IVV, GVI, PCEF, ACWX | 13F-HR | 11/9/2018, 02:34 PM |
| Q2 2018 | 523 | $911M | +$103M | -$38.9M | +$63.9M | JOUT, IVV, GVI, PCEF, IWB | 13F-HR | 8/7/2018, 11:42 AM |
| Q1 2018 | 543 | $837M | +$82.4M | -$40.7M | +$41.8M | JOUT, IVV, PCEFXXXX, IWB, EFA | 13F-HR | 5/7/2018, 02:08 PM |
| Q4 2017 | 571 | $816M | +$67.7M | -$20.1M | +$47.6M | JOUT, IVV, IWB, PCEFXXXX, EFA | 13F-HR | 2/12/2018, 01:36 PM |
| Q3 2017 | 534 | $756M | +$28.3M | -$24.6M | +$3.62M | JOUT, IWB, PCEFXXXX, IVV, EFA | 13F-HR | 11/9/2017, 02:39 PM |
| Q2 2017 | 537 | $694M | +$32.1M | -$162M | -$130M | JOUT, PCEFXXXX, IWB, EFA, IVV | 13F-HR | 8/10/2017, 10:09 AM |
| Q1 2017 | 638 | $794M | +$86.8M | -$37.8M | +$49M | JOUT, PCEFXXXX, IWB, EFA, SPY | 13F-HR | 5/12/2017, 05:23 PM |
| Q4 2016 | 648 | $725M | +$36.9M | -$82.6M | -$45.7M | JOUT, PCEFXXXX, IWB, SPY, EFA | Restatement | 2/7/2017, 02:07 PM |
| Q3 2016 | 691 | $749M | +$32.3M | -$40.8M | -$8.58M | JOUT, PCEFXXXX, IWB, EFA, SPY | 13F-HR | 11/14/2016, 01:29 PM |
| Q2 2016 | 743 | $718M | +$229M | -$25.6M | +$203M | JOUT, PCEFXXXX, IWB, VOE, EFA | 13F-HR | 8/12/2016, 12:48 PM |
| Q1 2016 | 697 | $496M | +$67M | -$56.6M | +$10.5M | JOUT, KMB, SPY, IWF, MO | 13F-HR | 5/9/2016, 04:48 PM |
| Q4 2015 | 737 | $477M | +$40.5M | -$31.2M | +$9.26M | JOUT, KMB, IWF, MO, SPY | 13F-HR | 2/8/2016, 11:55 AM |
| Q3 2015 | 776 | $454M | +$32.7M | -$18.4M | +$14.4M | JOUT, KMB, IWF, IWD, MO | 13F-HR | 11/2/2015, 02:06 PM |
| Q2 2015 | 853 | $478M | +$60.1M | -$10.1M | +$50M | JOUT, KMB, IWF, IWD, AAPL | 13F-HR | 8/11/2015, 10:51 AM |
| Q1 2015 | 805 | $462M | +$60.7M | -$28.7M | +$32M | JOUT, IWF, IWD, AAPL, SPY | 13F-HR | 5/12/2015, 02:28 PM |
| Q4 2014 | 763 | $428M | +$39.4M | -$15.1M | +$24.3M | JOUT, SPY, PM, AAPL, MSFT | 13F-HR | 2/10/2015, 01:43 PM |
| Q3 2014 | 726 | $381M | +$17.9M | -$8.71M | +$9.22M | JOUT, PM, MSFT, MO, AAPL | 13F-HR | 11/14/2014, 08:23 AM |
| Q2 2014 | 678 | $376M | +$42.7M | -$8.41M | +$34.3M | JOUT, PM, MSFT, AAPL, MO | 13F-HR | 8/6/2014, 11:18 AM |
| Q1 2014 | 691 | $342M | +$18.4M | -$19.5M | -$1.09M | JOUT, PM, MO, MSFT, PFE | 13F-HR | 5/14/2014, 03:49 PM |
| Q4 2013 | 670 | $345M | JOUT, PM, AAPL, MO, CVX | 13F-HR | 2/11/2014, 02:48 PM |