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 |
|---|---|---|---|---|---|---|---|---|---|
| PONCE FINANCIAL GROUP INC | COMMON | 8201 | $236,933 | 24,276 | 0.00 | 0.00 | 8,389 | 52.80 | 12-31-2023 |
| CITIZENS FINL SVCS INC | COMMON | 8202 | $236,810 | 3,659 | 0.00 | 0.00 | 110 | 3.10 | 12-31-2023 |
| NORTHERN OIL & GAS INC | BOND | 8203 | $236,156 | 200,000 | 0.00 | 200,000 | +Inf | 12-31-2023 | |
| Schwab 1000 ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -180 | -3.16 | 12-31-2023 |
