AlphaYouJohn Ratcliffe
Director
2025 disclosures · Not current holdings
Original filingDisclosed asset bands
$2.4M - $11.1M
Disclosed liability bands
$250K - $500K
Reported ranges, not net worth.
Filer · Filing details
Fidelity Government Cash Reserves (FDRXX)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.1Filer · Filing details
JPMorgan Active Growth ETF (JGRO)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.2Filer · Filing details
JPMorgan Active Value ETF (JAVA)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.3Filer · Filing details
JPMorgan Betabuilders US Aggregate Bond ETF (BBAG)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.4Filer · Filing details
JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.5Filer · Filing details
JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.6Filer · Filing details
JPMorgan BetaBuilders US Equity ETF (BBUS)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.7Filer · Filing details
JPMorgan Core Plus Bond ETF (JCPB)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.8Filer · Filing details
JP Morgan Exchange Traded FD Income EFT (JPIE)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.9Filer · Filing details
JP Morgan Active Bond ETF (JBND)
Account: Part 2, row 4
Type not stated: None (or less than $201) · 2025 income
Page 4 · Part 2, row 4.10Report details
Annual Parts 2, 5, 6, 7 and 8 cover the preceding calendar year. Asset values are at year end; income and liabilities cover the year. Transaction dates remain explicit.
Published 2026-09-10 · Signed 2026-06-29 · Revised 2026-08-03, 2026-07-30, 2026-07-28, 2026-06-30
Totals include valued rows only; account containers and unvalued assets are excluded.