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 |
---|---|---|---|---|---|---|---|---|---|
Monolithic Power Systems Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 6 | 7.41 | 12-31-2023 |
HARTFORD MUNICIPAL OPPORTUNITIES ETF | FUND | 9852 | $46,819 | 1,202 | 0.00 | 1,202 | +Inf | 12-31-2023 | |
FIRST TRUST LARGE CAP GROWTH | FUND | 9853 | $46,782 | 427 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
Capital One Financial Corp | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -885 | -67.45 | 12-31-2023 |