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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GROUP FIXED INCOME ETF SHS CREATION UNI | ETF | 9001 | $112,000 | 4,934 | 0.00 | 4,934 | +Inf | 12-31-2023 | |
| ISHARES CORE CONSERVATIVE ALLOCATION ETF | FUND | 9002 | $111,920 | 3,096 | 0.00 | 0.00 | -22,706 | -88.00 | 12-31-2023 |
| NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | FUND | 9003 | $111,581 | 10,107 | 0.00 | 10,107 | +Inf | 12-31-2023 | |
| Independence Realty Trust Inc | RET | Liquidated | $0 | 0 | 0.00 | 0.00 | -24,725 | -80.15 | 12-31-2023 |
