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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 Plc New
Recent Activity
Exited
0%
$891.658M
4.604M shares@ $193.66 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$639.014M
12.714M shares@ $50.27 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$551.801M
3.668M shares@ $150.44 avg price
4642⤦Ishares Tr
Recent Activity
Exited
0%
$413.933M↓ Put
4.42M shares@ $93.65 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$279.658M
12.62M shares@ $22.17 avg price
FUNCedar Fair L P
Recent Activity
Exited
0%
$271.676M
4.999M shares@ $54.36 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$175.182M
7.909M shares@ $22.15 avg price
SIXSix Flags Entmt Corp New
Recent Activity
Exited
0%
$135.383M
4.085M shares@ $33.15 avg price
ETRNEquitrans Midstream Corp
Recent Activity
Exited
0%
$96.285M
7.418M shares@ $12.99 avg price
EVBGEverbridge Inc
Recent Activity
Exited
0%
$84.351M
2.411M shares@ $35.0 avg price