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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | CALL | 1551 | $39,269,398 | 253,400 | 0.00 | 0.00 | 221,900 | 704.44 | 12-31-2023 |
| ISHARES S&P SMALL-CAP 600 VA | FUND | 1552 | $39,267,540 | 380,980 | 0.00 | 0.00 | 171,958 | 82.27 | 12-31-2023 |
| FIRST TRUST MORN DVD LEAD IN | FUND | 1553 | $39,208,629 | 1,092,772 | 0.00 | 0.00 | 1,063,799 | 3671.69 | 12-31-2023 |
| GSK PLC | ADR | 1554 | $39,186,467 | 1,057,379 | 0.00 | 0.00 | 166,811 | 18.73 | 12-31-2023 |
