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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE US MIDCAP FUND | ETF | 9501 | $67,892 | 1,183 | 0.00 | 0.00 | -231 | -16.34 | 12-31-2023 |
| GOHEALTH INC | COMMON | 9502 | $67,394 | 5,052 | 0.00 | 0.00 | 1,925 | 61.56 | 12-31-2023 |
| JOHN HANCOCK MORTGAGE-BACKED | FUND | Liquidated | $0 | 0 | 0.00 | 3,117 | +Inf | 12-31-2023 | |
| 374WATER INC | COMMON | 9504 | $66,943 | 47,143 | 0.00 | 0.00 | -545 | -1.14 | 12-31-2023 |
