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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
MSFTMicrosoft Corp
Recent Activity
Increased 3.65%
4.51%
$118.457B
275.29M shares@ $430.31 avg price
NVDANvidia Corporation
Recent Activity
Increased 4.13%
3.78%
$99.094B
815.988M shares@ $121.45 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.87%
2.55%
$66.943B
359.27M shares@ $186.34 avg price
SPYSpdr S&p 500 Etf Ser 1 S&p
Recent Activity
Increased 0.63%
2.48%
$65.039B
113.356M shares@ $573.77 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 8.22%
1.18%
$30.813B
52.701M shares@ $584.69 avg price
MAMastercard Incorporated
Recent Activity
Increased 6.62%
1.12%
$29.354B
59.445M shares@ $493.81 avg price
VOOVanguard Index Fds S&p 500 Etf
Recent Activity
Increased 13.69%
0.97%
$25.249B
47.85M shares@ $527.68 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 11.68%
0.92%
$24.14B
41.85M shares@ $576.83 avg price
BNDXVanguard Total Intl Bond Etf
Recent Activity
Increased 2.44%
0.85%
$22.328B
444.069M shares@ $50.29 avg price
AVGOBroadcom Inc
Recent Activity
Increased 739.93%
0.82%
$21.347B
123.752M shares@ $172.51 avg price