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 |
|---|---|---|---|---|---|---|---|---|---|
| United Parcel Service Inc Cl B | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -469 | -25.38 | 12-31-2023 |
| NACCO INDS INC | COMMON | 8152 | $247,215 | 6,773 | 0.00 | 0.00 | 2,315 | 51.93 | 12-31-2023 |
| EATON VANCE SR FLTG RATE TR | FUND | 8153 | $246,604 | 19,479 | 0.00 | 0.00 | 11,573 | 146.38 | 12-31-2023 |
| iShares Biotechnology ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 182 | 10.36 | 12-31-2023 |
