103 assets, filed Aug 5, 2026 (FD Original).
J.P Morgan -Checking & Savings
Bank/brokerage account
$1,001 - $15,000
J.P. Morgan - Checking & Savings
Bank/brokerage account · Joint
$50,001 - $100,000
J.P. Morgan - Checking & Savings
Bank/brokerage account · Spouse
$1,001 - $15,000
JPMORGAN DEPOSIT ACCT B
Bank/brokerage account · Christopher R Deluzio Revocable Living Trust JPM
$15,001 - $50,000
JPMorgan Deposit Account
Bank/brokerage account · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$1,001 - $15,000
JPMorgan Deposit Account
Bank/brokerage account · J.P. Morgan - 5491 Consolidated DC
$1,001 - $15,000
JPMorgan Deposit Account
Bank/brokerage account · J.P. Morgan -4265 Consolidated DC
$1,001 - $15,000
JPMorgan Deposit Account
Bank/brokerage account · JPM - IRA SP
$15,001 - $50,000
JPMorgan Deposit Account
Bank/brokerage account · JPM - JPMS LLC IRA
$15,001 - $50,000
JPMorgan Deposit Account
Bank/brokerage account · JPM - Rollover IRA
$1,001 - $15,000
JPMorgan Deposit Account
Bank/brokerage account · JPM - Roth IRA SP
$15,001 - $50,000
JPMorgan Deposit Account
Bank/brokerage account · JPM Brokerage SP
$1,001 - $15,000
JPMorgan Deposit Account
Bank/brokerage account · JPM Roth IRA
$1,001 - $15,000
JPMorgan Deposit Account
Bank/brokerage account · JPM SEP IRA SP
$15,001 - $50,000
JPMorgan Deposit Acct
Bank/brokerage account · J.P. Morgan -4404 Consolidated DC
$1,001 - $15,000
JPMorgan Deposit Acct
Bank/brokerage account · J.P. Morgan -6872 Consolidated DC
$1,001 - $15,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
None
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · J.P. Morgan - 5491 Consolidated DC
$1,001 - $15,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · J.P. Morgan -4265 Consolidated DC
$15,001 - $50,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · J.P. Morgan -4404 Consolidated DC
$15,001 - $50,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · J.P. Morgan -6872 Consolidated DC
$15,001 - $50,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · JPM - Roth IRA SP
$15,001 - $50,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · JPM Brokerage SP
$1,001 - $15,000
JEPI
JPMorgan Equity Premium Income ETF · Exchange-traded fund · JPM SEP IRA SP
$15,001 - $50,000
LOLDX
Lord Abbett Short Duration Income Class F3 · Mutual fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$15,001 - $50,000
LOLDX
Lord Abbett Short Duration Income Class F3 · Mutual fund · JPM - IRA SP
$15,001 - $50,000
LOLDX
Lord Abbett Short Duration Income Class F3 · Mutual fund · JPM - JPMS LLC IRA
$15,001 - $50,000
LOLDX
Lord Abbett Short Duration Income Class F3 · Mutual fund · JPM - Roth IRA SP
$15,001 - $50,000
LOLDX
Lord Abbett Short Duration Income Class F3 · Mutual fund · JPM Brokerage SP
$15,001 - $50,000
LUBOX
Lord Abbett Ultra Short Bond Class F3 · Mutual fund · J.P. Morgan - 5491 Consolidated DC
$1,001 - $15,000
LUBOX
Lord Abbett Ultra Short Bond Class F3 · Mutual fund · J.P. Morgan -6872 Consolidated DC
$15,001 - $50,000
PA Target Enrollment 2036/2037
529 plan holding
$500,000
PA Target Enrollment 2038/2039
529 plan holding
$500,000
PA Target Enrollment 2038/2039
Mutual fund
$250,000
PA Target Enrollment 2042/2043
529 plan holding
$100,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$1,001 - $15,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$1,001 - $15,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · J.P. Morgan - 5491 Consolidated DC
$15,001 - $50,000
SPDR Select Sector Fund - Consumer Discretionary
$100,000
SPDR Select Sector Fund - Consumer Discretionary
$100,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · J.P. Morgan -6872 Consolidated DC
$15,001 - $50,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · JPM - IRA SP
$15,001 - $50,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · JPM - JPMS LLC IRA
$15,001 - $50,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · JPM - Rollover IRA
$1,001 - $15,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · JPM - Roth IRA SP
$15,001 - $50,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · JPM Brokerage SP
$1,001 - $15,000
XLY
SPDR Select Sector Fund - Consumer Discretionary · Exchange-traded fund · JPM Roth IRA
$15,001 - $50,000
SPDR Select Sector Fund - Consumer Discretionary
$100,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$1,001 - $15,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · JPM - IRA SP
$15,001 - $50,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · JPM - Rollover IRA
$1,001 - $15,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · JPM - Roth IRA SP
$15,001 - $50,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund · JPM Brokerage SP
$15,001 - $50,000
XLV
SPDR Select Sector Fund - Health Care · Exchange-traded fund
$100,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · JPM - IRA SP
$15,001 - $50,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund
$100,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · JPM - Rollover IRA
$1,001 - $15,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · JPM - Roth IRA SP
$15,001 - $50,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund · JPM Brokerage SP
$15,001 - $50,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund
$100,000
XLK
SPDR Select Sector Fund - Technology · Exchange-traded fund
$250,000
SCHB
Schwab U.S. Broad Market ETF · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$15,001 - $50,000
SCHV
Schwab U.S. Large-Cap Value ETF · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$1,001 - $15,000
SCHV
Schwab U.S. Large-Cap Value ETF · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$1,001 - $15,000
Target Enrollment 2040
529 plan holding · 529 Account 1 - Child 2
None
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$1,001 - $15,000
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$1,001 - $15,000
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · JPM - IRA SP
$15,001 - $50,000
The Communication Services Select Sector SPDR Fund
$100,000
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · JPM - Rollover IRA
$1,001 - $15,000
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · JPM - Roth IRA SP
$15,001 - $50,000
XLC
The Communication Services Select Sector SPDR Fund · Exchange-traded fund · JPM Brokerage SP
$1,001 - $15,000
The Communication Services Select Sector SPDR Fund
$100,000
The Communication Services Select Sector SPDR Fund
$100,000
VOX
Vanguard Communication Services ETF · Exchange-traded fund · J.P. Morgan - 5491 Consolidated DC
$1,001 - $15,000
VOX
Vanguard Communication Services ETF · Exchange-traded fund
$100,000
VOX
Vanguard Communication Services ETF · Exchange-traded fund
$100,000
VOX
Vanguard Communication Services ETF · Exchange-traded fund · J.P. Morgan -6872 Consolidated DC
$15,001 - $50,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$15,001 - $50,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$15,001 - $50,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · J.P. Morgan - 5491 Consolidated DC
$1,001 - $15,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · J.P. Morgan -4404 Consolidated DC
$15,001 - $50,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · JPM - JPMS LLC IRA
$1,001 - $15,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · JPM - Rollover IRA
$1,001 - $15,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · JPM - Roth IRA SP
$1,001 - $15,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · JPM Brokerage SP
$1,001 - $15,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · JPM Roth IRA
$1 - $1,000
VDC
Vanguard Consumer Staples ETF · Exchange-traded fund · JPM SEP IRA SP
$1,001 - $15,000
VHT
Vanguard Health Care ETF · Exchange-traded fund · J.P. Morgan - 5491 Consolidated DC
$15,001 - $50,000
VHT
Vanguard Health Care ETF · Exchange-traded fund
$100,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund · J.P. Morgan -4265 Consolidated DC
$1,001 - $15,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$250,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$100,000
VGT
Vanguard Information Tech ETF · Exchange-traded fund
$100,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$15,001 - $50,000
VOE
Vanguard Mid-Cap Value ETF · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$15,001 - $50,000
VBR
Vanguard Small-Cap Value ETF · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$15,001 - $50,000
VTI
Vanguard Total Stock Market ETF · Exchange-traded fund · J.P. Morgan - 5491 Consolidated DC
$1,001 - $15,000
ITOT
iShares Core S&P Total U.S. Stock Market ETF · Exchange-traded fund · Alexandra Zoe Bunnell Revocable Living Trust JPM SP
$1,001 - $15,000
ITOT
iShares Core S&P Total U.S. Stock Market ETF · Exchange-traded fund · Christopher R Deluzio Revocable Living Trust JPM
$1,001 - $15,000