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 |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWEST BANCSHARES INC MD | COMMON | 4101 | $4,485,511 | 359,416 | 0.00 | 0.00 | -32,281 | -8.24 | 12-31-2023 |
| APARTMENT INVT & MGMT CO | COMMON | 4102 | $4,485,415 | 572,850 | 0.00 | 0.00 | -102,640 | -15.19 | 12-31-2023 |
| COMPASS DIVERSIFIED | COMMON | 4103 | $4,485,129 | 199,783 | 0.00 | 0.00 | 84,970 | 74.01 | 12-31-2023 |
| iShares S&P Small-Cap 600 Grow | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,798 | -20.07 | 12-31-2023 |
