Jpmorgan Chase & Company is based out of New York. Their last reported 13F filing for Q4 2024 included $1,342,979,093,519 in managed 13F securities
and a top 10 holdings concentration of 24.3%. Jpmorgan Chase & Company's largest holding is Microsoft Corporation with shares held of 134,943,661. Whalewisdom has at least 111 13F filings, 43 13D filings, 2497 13G filings, and 691 Form 4 filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| AVGO Broadcom Inc | 0.56% |
| TSLA Tesla Inc | 0.45% |
| AMZN Amazon.com Inc | 0.44% |
| NVDA NVIDIA Corp | 0.36% |
| AAPL Apple Inc | 0.24% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| LLY Lilly(Eli) & Co | 0.37% |
| MSFT Microsoft Corporatio | 0.27% |
| UNH UnitedHealth Group I | 0.25% |
| BBEU JPMorgan BetaBuilder | 0.24% |
| REGN Regeneron Pharmaceut | 0.22% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 4.24% |
| NVDA NVIDIA Corp | 4.14% |
| AAPL Apple Inc | 3.41% |
| AMZN Amazon.com Inc | 2.99% |
| SPY SPDR S&P 500 ETF TRU | 2.32% |
All or part of JPMORGAN CHASE & COMPANY 13F disclosures were filed
under a combined 13F through
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
RICHARDSON FINANCIAL SERVICES INC.
for 2024-12-31
for 2024-12-31
2024-12-31
13F Activity
| Market Value | $1.34t, Prior: $1.32t |
| Inflows (Outflows) as % of Total MV | +1.0694% |
| New Purchases | 563 stocks |
| Added To | 3464 stocks |
| Sold out of | 609 stocks |
| Reduced holdings in | 2616 stocks |
| Top 10 Holdings % | 24.3% |
| Turnover %[1] | 14.73% |
| Turnover Alt %[2] | 8.55% |
| Time Held Top 20 | 19.75 quarters |
| Time Held Top 10 | 24.3 quarters |
| Time Held All | 28.42 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.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31