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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
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.03%
$564.118M
2.841M shares@ $198.58 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.02%
$481.462M
20.358M shares@ $23.65 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
0.02%
$442.052M
8.945M shares@ $49.43 avg price
TELTe Connectivity Ltd Reg
Recent Activity
New Position
0.02%
$406.842M
2.694M shares@ $150.99 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$178.878M
4.438M shares@ $40.31 avg price
8715⤦Symbotic Inc
Recent Activity
New Position
0.01%
$155.062M↓ Put
6.358M shares@ $24.39 avg price
CONConcentra Group Holdings Par
Recent Activity
New Position
0.01%
$92.005M
4.115M shares@ $22.36 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.01%
$80.939M
7.207M shares@ $11.24 avg price
8118⤦Seagate Hdd Cayman
Recent Activity
New Position
0.01%
$64.656M
45.208M shares@ $1.44 avg price
SITCSite Ctrs Corp
Recent Activity
New Position
0.01%
$62.804M
1.038M shares@ $60.51 avg price