Prefer tech stocks! Komo Q1 made a big deal with the Big Seven and bought the S&P 500 ETF

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通(JPM.US)递交了截至2024年3月31日的第一季度持仓报告(13F)。

据统计，摩根大通第一季度持仓总市值为1.18万亿美元，上一季度总市值为1.04万亿美元，环比增长13.5%。摩根大通在第一季度的持仓组合中新增了709只个股，增持了3399只个股。同时，摩根大通还减持了2879只个股并清仓了822只个股。其中前十大持仓标的占总市值的21.45%。

从持仓来看，在前五大重仓股中，微软(MSFT.US)位列第一，持仓约1.28亿股，持仓市值约为573.43亿美元，占投资组合比例为4.55%，较上季度持仓数量增加2.98%。

英伟达(NVDA.US)位列第二，持仓约3796.15万股，持仓市值约为343亿美元，占投资组合比例为2.91%，较上季度持仓增加3.68%。

标普500指数ETF(SPY.US)位列第三，持仓约6035.85万股，持仓市值约为315.72亿美元，占投资组合比例为2.67%，较上季度持仓数量增加16.31%。

亚马逊(AMZN.US)位列四，持仓约1.72亿股，持仓市值约为309.79亿美元，占投资组合比例为2.62%，较上季度持仓数量增加4.62%。

苹果(AAPL.US)位列第五，持仓约1.56亿股，持仓市值约为267.61亿美元，占投资组合比例为2.27%，较上季度持仓数量增加13.49%。

前十大重仓股依次还包括：Meta(META.US)、礼来(LLY.US)、谷歌-A(GOOG.US)、万事达(MA.US)、联合健康(UNH.US)。值得注意的是，在前十大持仓股中，小摩只减持了礼来与联合健康，而这两者都属于医疗保健股，联合健康也是前五大卖出标的之一。

从持仓比例变化来看，前五大买入标的分别是：英伟达(NVDA.US)、Vanguard标普500指数ETF(VOO.US)、Meta(META.US)、iShare标普500指数ETF(IVV.US)、SPDR标普500指数ETF(SPY.US)。

前五大卖出标的分别是：SPDR标普500指数ETF看跌期权(SPY.US,PUT)、Vanguard总体国际债券ETF(BNDX.US)、标普全球(SPGI.US)、Adobe(ADBE.US)、联合健康(UNH.US)。

值得注意的是，摩根大通在一季度大举买入美股科技巨头——加仓了“壮丽七雄”的股票，其中，英伟达与Meta成为一季度前五大买入标的，这两只标的一季度的涨幅更是高达两位数。除此之外，摩根大通还明显增持了与人工智能相关的部分科技股。如亚德诺(ADI.US)、德州仪器(TXN.US)、拉姆研究(LRCX.US)、ServiceNow(NOW.US)、博通(AVGO.US)、AMD(AMD.US)与赛富时(CRM.US)等，其中，赛富时的持仓数量增幅更是达到41.29%。

摩根大通还在一季度大举买入标普500指数ETF，该操作在第一季度可谓得到回报，标普500指数在第一季度上涨了近10%，在3月28日第一季度收盘时更是超过5254点，接近历史最高水平。其中，标普500指数的“重心”——七大科技巨头在一季度的涨幅普遍较为亮眼：微软(12%)、英伟达(82%)、谷歌-A(8%)、亚马逊(18%)、Meta(37%)，仅有苹果(-10%)、特斯拉(-29%)出现下跌。其中，在英伟达的领涨下，美股AI芯片板块出现了20%的涨幅，同期费城半导体指数涨幅达18%。

Zhitong Finance App learned that according to the US Securities and Exchange Commission (SEC) disclosure, JPMorgan Chase (JPM.US) submitted a position report (13F) for the first quarter ended March 31, 2024.

According to statistics, the total market value of J.P. Morgan Chase's holdings in the first quarter was 1.18 trillion US dollars, and the total market value in the previous quarter was 1.04 trillion US dollars, up 13.5% from the previous quarter. J.P. Morgan Chase added 709 new shares to its portfolio in the first quarter and increased its holdings by 3,399 shares. At the same time, J.P. Morgan also reduced its holdings by 2,879 stocks and cleared 822 stocks. Among them, the top ten holdings account for 21.45% of the total market value.

Looking at positions, Microsoft (MSFT.US) ranked first among the top five major stocks, holding about 128 million shares, with a market value of about US$57.343 billion, accounting for 4.55% of the portfolio, an increase of 2.98% over the previous quarter.

Nvidia (NVDA.US) ranked second, holding about 37.9615 million shares, with a market value of about US$34.3 billion, accounting for 2.91% of the portfolio, an increase of 3.68% over the previous quarter.

The S&P 500 ETF (SPY.US) ranked third, holding about 60.358,500 shares, with a market value of about US$31.572 billion, accounting for 2.67% of the portfolio, an increase of 16.31% over the previous quarter.

Amazon (AMZN.US) ranked fourth, holding about 172 million shares, with a market value of about US$30.97 billion, accounting for 2.62% of the portfolio, an increase of 4.62% over the previous quarter.

Apple (AAPL.US) ranked fifth, holding about 156 million shares, with a market value of about US$26.761 billion, accounting for 2.27% of the portfolio, an increase of 13.49% over the previous quarter.

The top ten largest stocks also include Meta (META.US), LLY.US (LLY.US), Google-A (GOOG.US), Mastercard (MA.US), and UnitedHealth (UNH.US). It is worth noting that among the top ten stocks, Komo only reduced its holdings of Eli Lilly and UnitedHealth, both of which are healthcare stocks, and Allied Health is also one of the top five sales targets.

Judging from changes in position ratios, the top five buying targets are: Nvidia (NVDA.US), Vanguard S&P 500 ETF (VOO.US), Meta (META.US), iShare S&P 500 ETF (IVV.US), and SPDR S&P 500 ETF (SPY.US).

The top five selling targets were SPDR S&P 500 ETF put options (SPY.US, PUT), Vanguard Overall International Bond ETF (BNDX.US), S&P Global (SPGI.US), Adobe (ADBE.US), and United Health (UNH.US).

It is worth noting that in the first quarter, J.P. Morgan bought a large number of US tech giants — adding positions to the “Magnificent Seven” stocks. Among them, Nvidia and Meta became the top five buyers in the first quarter. The increase of these two targets in the first quarter was as high as double digits. In addition to this, J.P. Morgan has also clearly increased its holdings in some technology stocks related to artificial intelligence. Examples include ADI.US (ADI.US), Texas Instruments (TXN.US), Lamb Research (LRCX.US), ServiceNow (NOW.US), Broadcom (AVGO.US), AMD (AMD.US), and CRM.US (CRM.US). Among them, Seflex's holdings increased by 41.29%.

J.P. Morgan also bought the S&P 500 ETF in a big way in the first quarter. The operation paid off in the first quarter. The S&P 500 index rose nearly 10% in the first quarter and surpassed 5,254 points at the close of the first quarter on March 28, which is close to the highest level in history. Among them, the “focus” of the S&P 500 index — the seven tech giants generally had impressive gains in the first quarter: Microsoft (12%), Nvidia (82%), Google-A (8%), Amazon (18%), and Meta (37%). Only Apple (-10%) and Tesla (-29%) showed declines. Among them, under the leadership of Nvidia, the US stock AI chip sector showed a 20% increase, and the Philadelphia Semiconductor Index rose 18% during the same period.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more

偏爱科技股！小摩Q1大举加仓七巨头，狂买标普500ETF

Prefer tech stocks! Komo Q1 made a big deal with the Big Seven and bought the S&P 500 ETF

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