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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
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
GOOGLAlphabet Inc
Recent Activity
Increased 5.62%
0.8%
$20.98B
126.501M shares@ $165.86 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.16%
0.8%
$20.964B
178.844M shares@ $117.23 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
BBJPJpmorgan Betabuilders Japan Etf
Recent Activity
Increased 3.46%
0.63%
$16.48B
278.007M shares@ $59.29 avg price
MCDMcdonalds Corp
Recent Activity
Increased 43.34%
0.62%
$16.054B
52.72M shares@ $304.52 avg price