JP Morgan increased its holdings in giants such as NVIDIA and Apple in the second quarter, while aggressively buying Full Truck Alliance, iQIYI, and Bilibili
As of the end of the second quarter, Morgan Stanley's total portfolio value was approximately $12.2 trillion, compared to $11.8 trillion in the last report
According to the 13F filing, Morgan Stanley increased its holdings in NVIDIA by over 11.16 million shares and Apple by 24.73 million shares in the second quarter, while also increasing its holdings in other tech giants such as Microsoft, Amazon, Google, and Meta. As for Chinese concept stocks, JP Morgan increased its holdings in Full Truck Alliance by 458% or 26.7 million shares, and significantly increased its positions in iQIYI and Bilibili. As of the end of the second quarter, Morgan Stanley's total holdings were approximately USD 1.22 trillion, compared to USD 1.18 trillion in the previous report.
