Jpmorgan Chase & Company is based out of New York. Their last reported 13F filing for Q2 2024 included $1,217,337,999,355 in managed 13F securities
and a top 10 holdings concentration of 24.27%. Jpmorgan Chase & Company's largest holding is Microsoft Corp. with shares held of 132,606,097. Whalewisdom has at least 105 13F filings, 43 13D filings, 2445 13G filings, and 690 Form 4 filings
2024-06-30
Top Buys (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp. | 1.06% |
| AAPL Apple Inc | 0.86% |
| GOOG Alphabet Inc. Class | 0.36% |
| MSFT Microsoft Corp. | 0.32% |
| AVGO Broadcom Ltd. (Avago | 0.25% |
2024-06-30
Top Sells (13F)
| Name | % Change |
|---|---|
| CRM Salesforce.com Inc. | 0.2% |
| AMJ JPMorgan Chase & Co. | 0.2% |
| BMY Bristol-Myers Squibb | 0.15% |
| SPY SPDR S&P 500 ETF TRU | 0.15% |
| PGR Progressive Corp. | 0.14% |
2024-06-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corp. | 4.87% |
| NVDA NVIDIA Corp. | 3.97% |
| AAPL Apple Inc | 3.13% |
| AMZN Amazon.com Inc. | 2.74% |
| SPY SPDR S&P 500 ETF TRU | 2.52% |
2024-06-30
13F Activity
| Market Value | $1.22t, Prior: $1.18t |
| Inflows (Outflows) as % of Total MV | +1.8057% |
| New Purchases | 592 stocks |
| Added To | 2645 stocks |
| Sold out of | 638 stocks |
| Reduced holdings in | 3428 stocks |
| Top 10 Holdings % | 24.27% |
| Turnover %[1] | 15.41% |
| Turnover Alt %[2] | 10.82% |
| Time Held Top 20 | 18.95 quarters |
| Time Held Top 10 | 23.9 quarters |
| Time Held All | 27.23 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.
2024-06-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-06-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-06-30