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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL US HIGH PROFITABILITY ETF | ETF | 3351 | $7,813,505 | 273,104 | 0.00 | 0.00 | 15,165 | 5.88 | 12-31-2023 |
| HANNON ARMSTRONG SUST INFR C | COMMON | 3352 | $7,803,899 | 282,955 | 0.00 | 0.00 | -139,120 | -32.96 | 12-31-2023 |
| MICRON TECHNOLOGY INC | CALL | 3353 | $7,800,076 | 91,400 | 0.00 | 0.00 | -113,600 | -55.41 | 12-31-2023 |
| FRANKLIN U.S. LARGE CAP MULT | ETF | 3354 | $7,793,228 | 163,311 | 0.00 | 0.00 | 65,032 | 66.17 | 12-31-2023 |
