| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| JPM, JPM-PC | JPMORGAN CHASE & CO | Chairman & CEO, Director | $1.52B | -$265M | -14.9% | May 14, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|