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JPMORGAN CHASE & COMPANY

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NEW YORK NY Market Maker
13F Summary
Jpmorgan Chase & Company is based out of New York. Their last reported 13F filing for Q1 2024 included $1,182,176,140,768 in managed 13F securities and a top 10 holdings concentration of 21.45%. Jpmorgan Chase & Company's largest holding is Microsoft Corp. with shares held of 127,741,152. Whalewisdom has at least 104 13F filings, 42 13D filings, 2433 13G filings, and 690 Form 4 filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 4.55%
NVDA NVIDIA Corp. 2.9%
SPY SPDR S&P 500 ETF TRU 2.67%
AMZN Amazon.com Inc. 2.62%
AAPL Apple Inc 2.26%

2024-03-31

13F Activity

Market Value $1.18t, Prior: $1.04t
Inflows (Outflows) as % of Total MV +3.6284%
New Purchases 709 stocks
Added To 3399 stocks
Sold out of 823 stocks
Reduced holdings in 2879 stocks
Top 10 Holdings % 21.45%
Turnover %[1] 18.66%
Turnover Alt %[2] 6.29%
Time Held Top 20 18.05 quarters
Time Held Top 10 22.9 quarters
Time Held All 26.52 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.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance