Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JPMORGAN CHASE & CO 02-12-2024 12-31-2023 30972 1,040,788,602,081
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES RUSSELL MID-CAP GROW FUND 1001 $97,464,141 933,028 0.00 0.00 63,960 7.36 12-31-2023
JPMORGAN US QUALITY FACTOR FUND 1002 $97,434,153 2,035,816 0.00 0.00 874,005 75.23 12-31-2023
SCHWAB U.S. LARGE-CAP GROWTH FUND 1003 $96,967,258 1,168,843 0.00 0.00 1,054,884 925.67 12-31-2023
ZTO EXPRESS CAYMAN INC ADR 1004 $96,739,115 4,546,011 0.00 0.00 -2,618,735 -36.55 12-31-2023
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