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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
XLFFinancial Select Sector Spdr
Recent Activity
Decreased -12.05%
0.47%
$12.193B
269.034M shares@ $45.33 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -6.98%
0.47%
$12.173B
31.315M shares@ $388.74 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -16.64%
0.47%
$12.09B
69.617M shares@ $173.68 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -4.38%
0.44%
$11.45B
55.431M shares@ $206.58 avg price
BBEUJpmorgan Betabuilders Europe Etf
Recent Activity
Decreased -17.49%
0.43%
$11.103B
178.097M shares@ $62.35 avg price
BBCAJpmorgan Betabuilders Canada
Recent Activity
Decreased -11.9%
0.4%
$10.403B
143.9M shares@ $72.3 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -16.09%
0.38%
$9.912B
43.063M shares@ $230.18 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -14.16%
0.36%
$9.269B
123.33M shares@ $75.17 avg price
MSMorgan Stanley
Recent Activity
Decreased -17.34%
0.33%
$8.546B
81.988M shares@ $104.25 avg price
AXPAmerican Express Co
Recent Activity
Decreased -4.27%
0.33%
$8.484B
31.283M shares@ $271.21 avg price