JPMORGAN CHASE & CO
Institutional investor · Portfolio as of Q3 2024
Top Holdings7,414 positions
MICROSOFT CORP | 137.9M | $59.3B | 4.5% | $423.61 | 0.00% | 1 qtr | First report 0 |
NVIDIA CORPORATION | 409.3M | $49.7B | 3.8% | $121.12 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 179.3M | $41.8B | 3.2% | $231.07 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 179.7M | $33.5B | 2.5% | $186.33 | 0.00% | 1 qtr | First report 0 |
STATE STR SPDR S&P 500 ETF T | 56.7M | $32.5B | 2.5% | $560.82 | 0.00% | 1 qtr | First report 0 |
META PLATFORMS INC | 52.3M | $29.9B | 2.3% | $568.72 | 0.00% | 1 qtr | First report 0 |
ELI LILLY & CO | 18.3M | $16.2B | 1.2% | $873.71 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 94.8M | $15.8B | 1.2% | $166.03 | 0.00% | 1 qtr | First report 0 |
UNITEDHEALTH GROUP INC | 26.4M | $15.4B | 1.2% | $557.43 | 0.00% | 1 qtr | First report 0 |
MASTERCARD INCORPORATED | 29.7M | $14.7B | 1.1% | $487.20 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 23.9M | $12.6B | 1.0% | $515.13 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 20.9M | $12.1B | 0.9% | $562.86 | 0.00% | 1 qtr | First report 0 |
VANGUARD CHARLOTTE FDS | 222M | $11.2B | 0.8% | $45.92 | 0.00% | 1 qtr | First report 0 |
BROADCOM INC | 62M | $10.7B | 0.8% | $169.56 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 63.7M | $10.6B | 0.8% | $164.69 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 89.4M | $10.5B | 0.8% | $109.94 | 0.00% | 1 qtr | First report 0 |
ABBVIE INC | 52.3M | $10.3B | 0.8% | $183.80 | 0.00% | 1 qtr | First report 0 |
TESLA INC | 31.7M | $8.3B | 0.6% | $261.63 | 0.00% | 1 qtr | First report 0 |
J P MORGAN EXCHANGE TRADED F | 139M | $8.2B | 0.6% | $54.70 | 0.00% | 1 qtr | First report 0 |
MCDONALDS CORP | 26.4M | $8B | 0.6% | $290.10 | 0.00% | 1 qtr | First report 0 |
JPMORGAN CHASE & CO manages $1.3T across 7414 positions as of Q3 2024. Top holdings: MSFT (4.5%), NVDA (3.8%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
First quarter we have for this fund: 7414 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $1.3T across 7414 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR