13F Filings History of 55I, LLC

Latest 13F report
Q3 2025 - 07 Nov 2025
Signature - Title
Sachin Shah - Chief Operating Officer
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 $3,533,016,301 as of Q3 2022. Top holdings included IVV, ESGU, SPLG, EFV, and EFG. JPMORGAN CHASE & CO is reporting for 55I, LLC.

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Holdings Value

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

Name Holdings Value Location File Number
JPMORGAN CHASE & CO $1,569,303,546,458 New York, NY 028-00694
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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 13F-NT 14 Nov 2023, 09:36
Q2 2023 $0 13F-NT 11 Aug 2023, 07:48
Q1 2023 $0 13F-NT 11 May 2023, 10:26
Q4 2022 $0 13F-NT 13 Feb 2023, 12:39
Q3 2022 580 $3,533,016,301 +$1,017,229,363 -$260,541,825 +$756,687,538 IVV, ESGU, SPLG, EFV, EFG 13F-HR 14 Nov 2022, 12:08
Q2 2022 540 $3,573,154,341 +$1,333,799,547 -$239,754,740 +$1,094,044,807 ESGU, IVV, SPLG, EFV, EFG 13F-HR 12 Aug 2022, 10:24
Q1 2022 515 $4,217,423,908 +$964,088,362 -$427,816,635 +$536,271,727 ESGU, IVV, SPLG, IUSB, EFV 13F-HR 11 May 2022, 11:40
Q4 2021 483 $3,918,618,087 +$663,390,533 -$179,898,232 +$483,492,301 ESGU, EFV, IVV, SPLG, EFG 13F-HR 09 Feb 2022, 08:33
Q3 2021 475 $3,350,641,000 +$863,724,780 -$288,683,028 +$575,041,752 ESGU, EFV, SPLG, EFG, IVV 13F-HR 09 Nov 2021, 15:07
Q2 2021 398 $2,822,444,000 +$816,157,202 -$79,077,083 +$737,080,119 ESGU, EFV, GOVT, SPLG, IVV 13F-HR 12 Aug 2021, 17:32
Q1 2021 299 $1,987,637,000 +$756,870,959 -$153,786,072 +$603,084,887 ESGU, EFV, IVV, GOVT, SPLG 13F-HR 03 May 2021, 15:23
Q4 2020 241 $1,335,434,631 +$350,484,499 -$172,726,716 +$177,757,783 ESGU, IVV, EFG, SPLG, GOVT 13F-HR 16 Feb 2021, 10:16
Q3 2020 270 $1,107,007,351 +$469,994,664 -$58,647,771 +$411,346,893 IVV, ESGU, EFG, GOVT, LQD 13F-HR 29 Oct 2020, 17:19
Q2 2020 206 $663,796,000 +$316,545,452 -$20,383,101 +$296,162,351 SCHO, IVV, ESGU, EFG, GOVT 13F-HR 13 Aug 2020, 10:31
Q1 2020 159 $347,338,000 +$206,782,878 -$52,537,891 +$154,244,987 SCHO, IVV, SCHR, SUSL, EFG 13F-HR 30 Apr 2020, 19:12
Q4 2019 138 $230,151,540 +$75,391,156 -$47,964,820 +$27,426,336 SCHX, IVV, SCHR, SCHF, IEFA 13F-HR 14 Jan 2020, 15:49
Q3 2019 123 $204,720,000 +$43,245,131 -$12,462,849 +$30,782,282 BIL, SCHO, IVV, SCHR, SHV 13F-HR 10 Jan 2020, 12:55
Q2 2019 112 $177,720,000 +$68,470,832 -$12,070,496 +$56,400,336 BIL, SCHO, IVV, SCHX, SCHR 13F-HR 10 Jan 2020, 12:53
Q1 2019 83 $126,113,000 +$41,524,911 -$21,610,704 +$19,914,207 IVV, SCHX, SCHF, SCHR, SPTM 13F-HR 10 Jan 2020, 12:51
Q4 2018 55 $99,599,000 $0 SCHO, IVV, SCHR, BIL, SCHX 13F-HR 10 Jan 2020, 12:46