Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 05-10-2024 | 03-31-2024 | 32040 | 1,182,176,140,768 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROOKDALE SR LIVING INC | COMMON | 6701 | $997,006 | 150,833 | 0.00 | 0.00 | -380,112 | -71.59 | 03-31-2024 |
| Schwab Fundamental US Small Co | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 9,164 | 87.03 | 12-31-2023 |
| DIVERSIFIED ENERGY COMPANY P | COMMON | 6703 | $993,425 | 82,579 | 0.00 | 0.00 | 56,069 | 211.50 | 03-31-2024 |
| KEARNY FINL CORP MD | COMMON | 6704 | $992,352 | 154,092 | 0.00 | 0.00 | 56,328 | 57.62 | 03-31-2024 |
