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 |
|---|---|---|---|---|---|---|---|---|---|
| KKR & CO INC | COM | 51 | $3,640,909 | 34,596 | 0.00 | 34,596 | +Inf | 06-30-2024 | |
| DISNEY WALT CO | COM | 52 | $3,584,425 | 36,101 | 0.00 | 0.00 | -336 | -0.92 | 06-30-2024 |
| CISCO SYS INC | COM | 53 | $3,208,298 | 67,529 | 0.00 | 0.00 | -451 | -0.66 | 06-30-2024 |
| MERCK & CO INC | COM | 54 | $2,900,803 | 23,431 | 0.00 | 0.00 | 1,500 | 6.84 | 06-30-2024 |
