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 |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Mega Cap Value Index | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 20,278 | 264.73 | 12-31-2023 |
| LUFAX HOLDING LTD | ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 695,833 | 52.43 | 12-31-2023 |
| EPLUS INC | COMMON | 4703 | $2,869,769 | 35,944 | 0.00 | 0.00 | -27,570 | -43.41 | 12-31-2023 |
| NU SKIN ENTERPRISES INC | COMMON | 4704 | $2,864,469 | 147,501 | 0.00 | 0.00 | -10,932 | -6.90 | 12-31-2023 |
