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 RUSSELL 1000 | FUND | 4951 | $2,449,686 | 11,292 | 0.00 | 0.00 | 9,255 | 454.34 | 12-31-2023 |
| GLOBAL X FINTECH ETF | FUND | 4952 | $2,444,210 | 95,589 | 0.00 | 0.00 | -4,349 | -4.35 | 12-31-2023 |
| DIMENSIONAL US MARKETWIDE VA | FUND | 4953 | $2,443,728 | 65,656 | 0.00 | 0.00 | 64,583 | 6018.92 | 12-31-2023 |
| ISHARES 0-5 YR INV GRD CORP | FUND | 4954 | $2,443,666 | 49,668 | 0.00 | 0.00 | 36,693 | 282.80 | 12-31-2023 |
