test

Michael T. Lees

@Jpmorgan Chase & Co

Latest period2024 - Q3ReportedManaged Assets$2.628TTotal holdings7414
Assets growth rate7.84%Assets growth rate (2-Q avg)5.42%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Jpmorgan Chase & Co's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 7414 positions.

Assets under management

The assets under management (AUM) of Jpmorgan Chase & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.628T in assets, with a quarterly growth rate of 7.84% and a 2-quarter average growth rate of 5.42%. The portfolio is managed by Michael T. Lees, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.12%
3.18%
$83.441B
358.116M shares@ $233.01 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -0.07%
2.28%
$59.776B
104.423M shares@ $572.45 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.34%
1.23%
$32.284B
36.441M shares@ $885.95 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.74%
1.21%
$31.626B
189.16M shares@ $167.2 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.51%
0.79%
$20.622B
104.424M shares@ $197.49 avg price
TSLATesla Inc
Recent Activity
Decreased -2.03%
0.63%
$16.556B
63.279M shares@ $261.64 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -9.51%
0.6%
$15.747B
14.979M shares@ $1051.25 avg price
NEENextera Energy Inc
Recent Activity
Decreased -5.23%
0.52%
$13.514B
159.875M shares@ $84.54 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.88%
0.51%
$13.38B
18.864M shares@ $709.28 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -14.15%
0.48%
$12.526B
37.793M shares@ $331.45 avg price