13F Filings History of 55I, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
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 $3,579,271,000 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 $1,485,712,373,003 New York, NY 028-00694
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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
Q1 2020 161 $347,338,000 +$206,782,868 -$67,643,901 +$139,138,967 SCHO, IVV, SCHR, SUSL, EFG 13F-HR 30 Apr 2020, 19:12
Q4 2019 138 $233,688,000 +$75,909,330 -$54,817,824 +$21,091,506 SCHX, IVV, SCHR, SCHF, IEFA 13F-HR 14 Jan 2020, 16:49
Q3 2019 123 $204,720,000 +$43,245,131 -$16,870,847 +$26,374,284 BIL, SCHO, IVV, SCHR, SHV 13F-HR 10 Jan 2020, 13:55
Q2 2019 112 $177,720,000 +$68,470,827 -$19,903,494 +$48,567,333 BIL, SCHO, IVV, SCHX, SCHR 13F-HR 10 Jan 2020, 13:53
Q1 2019 83 $126,113,000 +$41,524,907 -$21,610,701 +$19,914,206 IVV, SCHX, SCHF, SCHR, SPTM 13F-HR 10 Jan 2020, 13:51
Q4 2018 55 $99,599,000 $0 $0 $0 SCHO, IVV, SCHR, BIL, SCHX 13F-HR 10 Jan 2020, 13:46