Jpmorgan Chase & Company is based out of New York. Their last reported 13F filing for Q4 2023 included $1,040,788,602,081 in managed 13F securities
and a top 10 holdings concentration of 19.69%. Jpmorgan Chase & Company's largest holding is Microsoft Corp. with shares held of 124,050,575. Whalewisdom has at least 103 13F filings, 42 13D filings, 2424 13G filings, and 690 Form 4 filings
2023-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| MSFT Microsoft Corp. | 0.42% |
| VCIT VANGUARD INTERMEDIAT | 0.34% |
| AVGO Broadcom Ltd. (Avago | 0.22% |
| AMZN Amazon.com Inc. | 0.19% |
| SPY SPDR S&P 500 ETF TRU (PUT) | 0.19% |
2023-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| VOO VANGUARD 500 INDEX F | 0.35% |
| GOOG Alphabet Inc. Class | 0.3% |
| IVV iShares Core S&P 500 | 0.27% |
| IJH iShares Core S&P Mid | 0.26% |
| IEF iShares 7-10 Year Tr | 0.18% |
2023-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 4.48% |
| AAPL Apple Inc | 2.54% |
| AMZN Amazon.com Inc. | 2.4% |
| SPY SPDR S&P 500 ETF TRU | 2.37% |
| NVDA NVIDIA Corp. | 1.74% |
2023-12-31
13F Activity
| Market Value | $1.04t, Prior: $0.91t |
| New Purchases | 751 stocks |
| Added To | 3822 stocks |
| Sold out of | 699 stocks |
| Reduced holdings in | 2372 stocks |
| Top 10 Holdings % | 19.69% |
| Turnover %[1] | 19.3% |
| Turnover Alt %[2] | 5.81% |
| Time Held Top 20 | 17.6 quarters |
| Time Held Top 10 | 23.8 quarters |
| Time Held All | 25.68 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31