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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | COMMON | 1101 | $80,851,126 | 149 | 0.00 | 0.00 | 27 | 22.13 | 12-31-2023 |
| ISHARES S&P 100 ETF | FUND | 1102 | $80,776,749 | 361,595 | 0.00 | 0.00 | -831,121 | -69.68 | 12-31-2023 |
| TARGA RES CORP | COMMON | 1103 | $80,613,620 | 927,980 | 0.00 | 0.00 | 214,209 | 30.01 | 12-31-2023 |
| ISHARES 0-3 MONTH TREASURY B | FUND | 1104 | $80,496,054 | 802,793 | 0.00 | 0.00 | 647,838 | 418.08 | 12-31-2023 |
