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Ms. Jamee Decio - Annual Financial Disclosure · Congress.wiki

HouseAnnual Report

Ms. Jamee Decio

IN-02

Filed November 24, 2025

View Original Document

Transactions

0

Assets

201

Liabilities

1

Details

Report Title: Financial Disclosure Report - Candidate
Submission Method: Electronic
Signed By: Ms. Jamee Decio
Signed Date: November 24, 2025

Assets

201 assets

JP Morgan Brokerage Account 1 ⇒ AbbVie Inc. Common Stock (ABBV) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($1K - $2.5K)

Value

$50K - $100K

JP Morgan Brokerage Account 1 ⇒ Advanced Micro Devices, Inc. (AMD) [ST]

Liabilities

1 liability

J.P. Morgan

Personal Loan

Self

Amount

$250K - $500K

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($2.5K - $5K)

Value

$100K - $250K

JP Morgan Brokerage Account 1 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($2.5K - $5K)

Value

$100K - $250K

JP Morgan Brokerage Account 1 ⇒ American Express Company Common Stock (AXP) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($2.5K - $5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Apple Inc. - Common Stock (AAPL) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($2.5K - $5K)

Value

$100K - $250K

JP Morgan Brokerage Account 1 ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Bank of America Corporation Common Stock (BAC) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($2.5K - $5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Boston Scientific Corporation Common Stock (BSX) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($5K - $15K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$50K - $100K

JP Morgan Brokerage Account 1 ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]

Stocks (including ADRs)

SelfIncome: None

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Cash Balance - Deposit Sweep (QCPCM) [BA]

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 1 ⇒ ConocoPhillips Common Stock (COP) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Ecolab Inc. Common Stock (ECL) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Eli Lilly and Company Common Stock (LLY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Fiserv, Inc. - Common Stock (FISV) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($5K - $15K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Honeywell International Inc. (HON) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Intuit Inc. - Common Stock (INTU) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($5K - $15K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Johnson & Johnson Common Stock (JNJ) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST]

Stocks (including ADRs)

SelfIncome: Dividends

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Linde plc - Ordinary Shares (LIN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Mastercard Incorporated Common Stock (MA) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

$50K - $100K

JP Morgan Brokerage Account 1 ⇒ McDonald's Corporation Common Stock (MCD) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$100K - $250K

JP Morgan Brokerage Account 1 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$100K - $250K

JP Morgan Brokerage Account 1 ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Morgan Stanley Common Stock (MS) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$50K - $100K

JP Morgan Brokerage Account 1 ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$250K - $500K

JP Morgan Brokerage Account 1 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 1 ⇒ Otis Worldwide Corporation Common Stock (OTIS) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Pepsico, Inc. (PEP) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Pioneer Natural Resources Company Common Stock (PXD) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Progressive Corporation (PGR) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST]

Stocks (including ADRs)

SelfIncome: None

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Sherwin-Williams Company (SHW) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 1 ⇒ Southern Company (SO) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ S&P Global Inc. Common Stock (SPGI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Stryker Corporation Common Stock (SYK) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ TJX Companies, Inc. (TJX) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ T-Mobile US, Inc. (TMUS) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 1 ⇒ Trane Technologies plc (TT) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Walmart Inc. Common Stock (WMT) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Walt Disney Company (DIS) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Waste Connections, Inc. Common Shares (WCN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 1 ⇒ Wells Fargo & Company Common Stock (WFC) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

$50K - $100K

JP Morgan Brokerage Account 2 ⇒ 3I GROUP PLC UNSP/ADR (TGOPY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ ADYEN NV UNSP/ADR (ADYEY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Aon plc Class A Ordinary Shares (AON) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Arch Capital Group Ltd. - Common Stock (ACGL) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ ASM International N.V. - Common Shares (ASMI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ ATLAS COPCO AB A S/ADR (ATLKY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($1K - $2.5K)

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ BAE SYSTEMS PLC S/ADR (BAESY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 2 ⇒ Canadian Natural Resources Limited Common Stock (CNQ) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Canadian Pacific Kansas City Limited Common Shares (CP) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Compass Group Plc American Depositary Shares (CMPGY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Coupang, Inc. Class A Common Stock (CPNG) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Deutsche Boerse Ag Unsponsored ADR (DBOEY) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ EXPERIAN PLC S/ADR (EXPGY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST] (Entry 1)

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ Ferguson Enterprises Inc. Common Stock (FERG) [ST] (Entry 2)

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ Ferrari N.V. Common Shares (RACE) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ ICICI Bank Limited Common Stock (IBN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ ICON plc - Ordinary Shares (ICLR) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ iShares MSCI EAFE ETF (EFA) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains($1K - $2.5K)

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ JPMorgan TR II (QCVEZ) [BA]

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Linde plc - Ordinary Shares (LIN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ MITSUBISHI HVY IND U/ADR (MHVIY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ monday.com Ltd. - Ordinary Shares (MNDY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Nintendo Co Ltd ADR (NTDOY) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Novo Nordisk A/S Common Stock (NVO) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Philip Morris International Inc Common Stock (PM) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ RHEINMETALL AG UNSP/ADR (RNMBY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ ROLLS ROYCE HLDGS S/ADR (RYCEY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 2 ⇒ Safran S.A. Unsponsored ADR (SAFRY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ SAP SE ADS (SAP) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ SCHNEIDER ELEC UNSP/ADR (SBGSY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($2.5K - $5K)

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST]

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Sea Limited ADS (SE) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 2 ⇒ SIEMENS ENERGY UNSP/ADR (SMNEY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 2 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains($1K - $2.5K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ STERIS plc (STE) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 2 ⇒ TENCENT HLDGS UNSP/ADR (TCEHY) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Thomson Reuters Corp - Common Shares (TRI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 2 ⇒ UBS Group AG Registered Ordinary Shares (UBS) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 2 ⇒ Waste Connections, Inc. Common Shares (WCN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Baird Ultra Short Bond Fund Inst Cl (BUBIX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ BBH Limited Duration Fund Class I (BBBIX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ BlackRock High Yield Portfolio - Class K (BRHYX) [MF]

Mutual Funds

SelfIncome: None

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ Calvert Ultra-Short Duration Income Fund Class R6 (CULRX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ Cash Balance - Deposit Sweep (QCPCM) [BA]

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Columbia Dividend Income Fund Class I3 (CDDYX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Federated Hermes Ultrashort Bond Fund R6 Shares (FULLX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ Fidelity Advisor Conservative Income Bond Fund - Class Z (FCNYX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ Fidelity Advisor Real Estate Income Fund: Class Z (FIKMX) [MF]

Mutual Funds

SelfIncome: None

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Invesco KBW Bank ETF (KBWB) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ iShares 3-7 Year Treasury Bond ETF (IEI) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ iShares International Aggregate Bond Fund (IAGG) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ iShares MSCI Intl Quality Factor ETF (IQLT) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ JPMorgan Growth Advantage Fund R6 (JGVVX) [MF]

Mutual Funds

SelfIncome: Capital Gains($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ JPMorgan Income Fund - R6 (JMSFX) [MF]

Mutual Funds

SelfIncome: None

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ JPMorgan Mortgage-Backed Securities ETF (JMTG) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ JPMorgan Preferred and Income Securities Fund Class R6 (JPDRX) [MF]

Mutual Funds

SelfIncome: Capital Gains($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ JPMorgan Short Duration Bond Fund R6 (JSDUX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ JPMorgan Short Duration Core Plus Fund Class R6 (JSDRX) [MF]

Mutual Funds

SelfIncome: Dividends($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ JPMorgan Ultra-Short Income ETF (JPST) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Lord Abbett Ultra Short Bond Class F3 (LUBOX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ Muzinich Low Duration Fund - Supra Institutional Shares (MZLSX) [MF]

Mutual Funds

SelfIncome: Capital Gains($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ Nuveen Preferred Securities Fund CLASS R6 (NPSFX) [MF]

Mutual Funds

SelfIncome: Capital Gains($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ NYLI MacKay High Yield Corporate Bond Fund Class R6 (MHYSX) [MF]

Mutual Funds

SelfIncome: None

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ PGIM High Yield Fund Class R6 (PHYQX) [MF]

Mutual Funds

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ PGIM Ultra Short Bond ETF (PULS) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ PIMCO Emerging Markets Local Currency and Bond Fund Institutional Class (PELBX) [MF]

Mutual Funds

SelfIncome: Capital Gains($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ PIMCO Enhanced Short Maturity Active ETF (MINT) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ PIMCO Funds Low Duration Fund Institutional Shares (PTLDX) [MF]

Mutual Funds

SelfIncome: Dividends

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ PIMCO Mortgage Opportunities and Bond Fund Class INSTL (PMZIX) [MF]

Mutual Funds

SelfIncome: None

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ Putnam Ultra Short Duration Income Fund Class R6 (PSDQX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ SPDR DJ Euro STOXX 50 ETF (FEZ) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ SPDR Select Sector Fund - Health Care (XLV) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ The Hartford International Value Fund Class F (HILDX) [MF]

Mutual Funds

SelfIncome: Capital Gains($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Tortoise Energy Infrastructure Total Return Fund - Institutional Class (TORIX) [MF]

Mutual Funds

SelfIncome: None

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ T. Rowe Price Blue Chip Growth Fund - I Class (TBCIX) [MF]

Mutual Funds

SelfIncome: None

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Vanguard Short-Term Bond ETF (BSV) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 3 ⇒ Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares (VTIP) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 3 ⇒ Vanguard Short-Term Treasury ETF (VGSH) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ Vanguard Ultra-Short Bond ETF (VUSB) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ Vanguard Ultra-Short-Term Bond Fund Admiral (VUSFX) [MF]

Mutual Funds

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

Not disclosed

JP Morgan Brokerage Account 3 ⇒ WisdomTree Floating Rate Treasury Fund (USFR) [EF]

Exchange Traded Funds (ETF)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ AbbVie Inc. Common Stock (ABBV) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 4 ⇒ Cash Balance - Deposit Sweep (QCPCM) [BA]

Bank Accounts, Money Market Accounts and CDs

SelfIncome: Interest($1K - $2.5K)

Value

$1K - $15K

JP Morgan Brokerage Account 4 ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST]

Stocks (including ADRs)

SelfIncome: Dividends

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Home Depot, Inc. (HD) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ Honeywell International Inc. (HON) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Intuit Inc. - Common Stock (INTU) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Lam Research Corporation - Common Stock (LRCX) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($2.5K - $5K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

$1K - $15K

JP Morgan Brokerage Account 4 ⇒ Mastercard Incorporated Common Stock (MA) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ McDonald's Corporation Common Stock (MCD) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ McKesson Corporation Common Stock (MCK) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ Morgan Stanley Common Stock (MS) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ Otis Worldwide Corporation Common Stock (OTIS) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ PepsiCo, Inc. - Common Stock (PEP) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Philip Morris International Inc Common Stock (PM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Regions Financial Corporation Common Stock (RF) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Roper Technologies, Inc. (ROP) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 4 ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ Salesforce, Inc. Common Stock (CRM) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($201 - $1K)

Value

$1K - $15K

JP Morgan Brokerage Account 4 ⇒ Sherwin-Williams Company (SHW) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ SLB Limited Common Shares (SLB) [ST]

Stocks (including ADRs)

SelfIncome: Dividends($201 - $1K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ S&P Global Inc. Common Stock (SPGI) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ Stryker Corporation Common Stock (SYK) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1K - $2.5K)

Value

$15K - $50K

JP Morgan Brokerage Account 4 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($1 - $200)

Value

$1K - $15K

JP Morgan Brokerage Account 4 ⇒ Tractor Supply Company - Common Stock (TSCO) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($5K - $15K)

Value

$1K - $15K

JP Morgan Brokerage Account 4 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]

Stocks (including ADRs)

SelfIncome: Capital Gains; Dividends($15K - $50K)

Value

Not disclosed

JP Morgan Brokerage Account 4 ⇒ Walmart Inc. Common Stock (WMT) [ST]

Stocks (including ADRs)

SelfIncome: None

Value

$1K - $15K

Prudential Annuity ⇒ S&P 500 - 6 Year Cap Buffer 20% (Indexed Variable Annuity) [OT]

Other

SelfIncome: None

Value

$1M - $5M

Residential Investment Property - Rancho Mirage, CA [RP]

Real Property

SelfIncome: None

Value

$1M - $5M

Writers Guild of America Pension [PE]

Pensions

SelfIncome: None

Value

Not disclosed