House · Democrat · CT-2 · in the House since 2007 · Latest annual report · courtney.house.gov
From the annual report filed May 14, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| T. Rowe Price Retirement 2025 [MF] | $100K – $250K | Spouse |
| JPMorgan BetaBuilders U.S. Equity ETF (BBUS) [EF] | $100K – $250K | Self |
| J.P. Morgan Exchange-Traded Fund Trust JPMorgan International Research Enhanced Equity ETF (JIRE) [EF] | $50K – $100K | Self |
| JPMorgan Active Bond ETF (JBND) [EF] | $50K – $100K | Self |
| State Street SPDR Nuveen ICE Municipal Bond ETF (TFI) [EF] | $50K – $100K | Spouse |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Apr 5, 2022 | Manulife Financial Corp | Sale · Stock | $1K – $15K | Self | Filing |
| Mar 3, 2022 | People's United Financial, Inc. | Sale · Stock | $15K – $50K | Self | Filing |
| Oct 16, 2020 | Not linked to a company WCM Focused International growth | Sale · Other | $1K – $15K | Spouse | Filing |
| Oct 16, 2020 | Not linked to a company Vanguard S&P 500 ETF (VOO) | Buy · Stock | $15K – $50K | Spouse | Filing |
| Oct 16, 2020 | Not linked to a company Vanguard FTSE Emerging Markets ETF (VWO) | Buy · Stock | $1K – $15K | Spouse | Filing |
| Oct 16, 2020 | Not linked to a company Vanguard FTSE Developed Markets ETF (VEA) | Buy · Stock | $1K – $15K | Spouse | Filing |
| Oct 16, 2020 | Not linked to a company Templeton Developing Markets Trust | Buy · Other | $1K – $15K | Spouse | Filing |
| Oct 16, 2020 | Not linked to a company T Rowe Price blue Chip growth | Sale · Other | $1K – $15K | Spouse | Filing |
| Oct 16, 2020 | Not linked to a company SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) | Sale · Stock | $1K – $15K | Spouse | Filing |
| Oct 16, 2020 | Not linked to a company Pimco FDS Income Institutional | Sale · Other | $15K – $50K | Spouse | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Mar 21, 2026 | BlackRock High Yield Portfolio - Class A (BHYAX) | Buy · Mutual fund | $1K – $15K | Spouse | 2025 Annual Report filed May 14, 2026 |
| Dec 29, 2025 | UBS Engage For Impact Fund Class P2 (EIPTX) | Buy · Mutual fund | $1K – $15K | Spouse | 2025 Annual Report filed May 14, 2026 |
| Dec 23, 2025 | Calvert Income Fund Class I (CINCX) | Buy · Mutual fund | $1K – $15K | Spouse | 2025 Annual Report filed May 14, 2026 |
| Dec 18, 2025 | JPMorgan Active Bond ETF (JBND) | Buy · ETF | $50K – $100K | Self | 2025 Annual Report filed May 14, 2026 |
| Dec 18, 2025 | iShares 10-20 Year Treasury Bond ETF (TLH) | Sale · ETF | $15K – $50K | Self | 2025 Annual Report filed May 14, 2026 |
From Joe Courtney's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
Loading...
