Institutional investor · Portfolio as of Q4 2024
JPMORGAN CHASE & CO manages $1.3T across 6301 positions as of Q4 2024. Top holdings: MSFT (4.2%), NVDA (4.1%), AAPL (3.4%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 1/5.0.
Active quarter - 6301 new positions, 0 exits, 0 increased. Top move: MSFT (NEW, conviction 88). Portfolio: $1.3T across 6301 positions.
Top holdings by portfolio weight
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Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile