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 |
|---|---|---|---|---|---|---|---|---|---|
| Suncor Energy Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -151 | -52.25 | 12-31-2023 |
| IQ ULTRA SHORT DURATION ETF | FUND | 11802 | $4,020 | 84 | 0.00 | 84 | +Inf | 12-31-2023 | |
| VANGUARD SH TERM TAX-EX BOND | FUND | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 | |
| Fleetcor Technologies Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 166.67 | 12-31-2023 |
