Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JAMISON PRIVATE WEALTH MANAGEMENT INC | 07-11-2024 | 06-30-2024 | 470 | 601,796,138 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $28,515,713 | 63,801 | 0.00 | 0.00 | -756 | -1.17 | 06-30-2024 |
| APPLE INC | COM | 2 | $24,301,586 | 115,381 | 0.00 | 0.00 | -1,269 | -1.09 | 06-30-2024 |
| UNITED PARCEL SERVICE INC | CL B | 3 | $23,884,499 | 174,530 | 0.00 | 0.00 | 513 | 0.29 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 4 | $23,501,494 | 190,234 | 0.00 | 0.00 | 171,146 | 896.62 | 06-30-2024 |
