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
HYATT HOTELS CORP COMMON 1701 $32,223,649 247,095 0.00 0.00 10,735 4.54 12-31-2023
SCHWAB US LARGE-CAP ETF FUND 1702 $32,209,206 571,085 0.00 0.00 566,088 11328.56 12-31-2023
SCHWAB US BROAD MARKET ETF FUND 1703 $32,206,404 578,523 0.00 0.00 570,195 6846.72 12-31-2023
AMERIS BANCORP COMMON 1704 $32,182,179 606,639 0.00 0.00 -88,144 -12.69 12-31-2023
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