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 |
|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 71 | 11.25 | 12-31-2023 |
| NCR VOYIX CORPORATION | CALL | 7302 | $484,472 | 28,650 | 0.00 | 0.00 | 9,550 | 50.00 | 12-31-2023 |
| WISDOMTREE U.S. ESG FUND | ETF | 7303 | $483,976 | 9,839 | 0.00 | 0.00 | 1,559 | 18.83 | 12-31-2023 |
| VERA THERAPEUTICS INC | COMMON | 7304 | $482,087 | 31,345 | 0.00 | 0.00 | 5,114 | 19.50 | 12-31-2023 |
