Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
JPMORGAN CHASE & CO | 02-12-2024 | 12-31-2023 | 30972 | 1,040,788,602,081 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CHEMUNG FINL CORP | COMMON | 8451 | $188,344 | 3,782 | 0.00 | 0.00 | 944 | 33.26 | 12-31-2023 |
BRP INC | COMMON | 8452 | $187,756 | 2,619 | 0.00 | 2,619 | +Inf | 12-31-2023 | |
Vanguard S&P Small-Cap 600 Ind | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -21,233 | -91.23 | 12-31-2023 |
Verizon Communications Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,428 | -65.18 | 12-31-2023 |