• 13F History

55I, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
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 reported 580 stock holdings with total value $3.53B as of Q3 2022. Top holdings included IVV, ESGU, SPLG, EFV, and EFG. 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 $1.26T New York, NY 028-00694
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 13F-NT 2/12/2025, 07:54 AM
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 13F-NT 11/14/2023, 09:36 AM
Q2 2023 13F-NT 8/11/2023, 07:48 AM
Q1 2023 13F-NT 5/11/2023, 10:26 AM
Q4 2022 13F-NT 2/13/2023, 12:39 PM
Q3 2022 580 $3.53B +$1.02B -$261M +$757M IVV, ESGU, SPLG, EFV, EFG 13F-HR 11/14/2022, 12:08 PM
Q2 2022 540 $3.57B +$1.33B -$240M +$1.09B ESGU, IVV, SPLG, EFV, EFG 13F-HR 8/12/2022, 10:24 AM
Q1 2022 515 $4.22B +$964M -$428M +$536M ESGU, IVV, SPLG, IUSB, EFV 13F-HR 5/11/2022, 11:40 AM
Q4 2021 483 $3.92B +$663M -$180M +$483M ESGU, EFV, IVV, SPLG, EFG 13F-HR 2/9/2022, 08:33 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 +$757M -$154M +$603M ESGU, EFV, IVV, GOVT, SPLG 13F-HR 5/3/2021, 03:23 PM
Q4 2020 241 $1.34B +$350M -$173M +$178M ESGU, IVV, EFG, SPLG, GOVT 13F-HR 2/16/2021, 10:16 AM
Q3 2020 270 $1.11B +$470M -$58.6M +$411M IVV, ESGU, EFG, GOVT, LQD 13F-HR 10/29/2020, 05:19 PM
Q2 2020 206 $664M +$317M -$20.4M +$296M SCHO, IVV, ESGU, EFG, GOVT 13F-HR 8/13/2020, 10:31 AM
Q1 2020 159 $347M +$207M -$52.5M +$154M SCHO, IVV, SCHR, SUSL, EFG 13F-HR 4/30/2020, 07:12 PM
Q4 2019 138 $230M +$75.4M -$48M +$27.4M SCHX, IVV, SCHR, SCHF, IEFA 13F-HR 1/14/2020, 03:49 PM
Q3 2019 123 $205M +$43.2M -$12.5M +$30.8M BIL, SCHO, IVV, SCHR, SHV 13F-HR 1/10/2020, 12:55 PM
Q2 2019 112 $178M +$68.5M -$12.1M +$56.4M BIL, SCHO, IVV, SCHX, SCHR 13F-HR 1/10/2020, 12:53 PM
Q1 2019 83 $126M +$41.5M -$21.6M +$19.9M IVV, SCHX, SCHF, SCHR, SPTM 13F-HR 1/10/2020, 12:51 PM
Q4 2018 55 $99.6M SCHO, IVV, SCHR, BIL, SCHX 13F-HR 1/10/2020, 12:46 PM