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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
0097⤦Akamai Technologies Inc
Recent Activity
New Position
0.01%
$60.2M
59.032M shares@ $1.02 avg price
9191⤦Vale S A
Recent Activity
New Position
0.01%
$54.896M↓ Put
4.7M shares@ $11.68 avg price
9344⤦Warner Bros Discovery Inc
Recent Activity
New Position
0.01%
$51.315M↓ Put
6.22M shares@ $8.25 avg price
7846⤦Spdr Ser Tr
Recent Activity
New Position
0.01%
$49.004M↓ Put
372,600 shares@ $131.52 avg price
TIXTTelus Intl Cda Inc
Recent Activity
New Position
0.01%
$48.445M
12.39M shares@ $3.92 avg price
TLNTalen Energy Corp
Recent Activity
New Position
0.01%
$46.964M
263,486 shares@ $178.24 avg price
0970⤦Bofa Fin Llc
Recent Activity
New Position
0.01%
$44.821M
40.092M shares@ $1.12 avg price
7434⤦Proshares Tr
Recent Activity
New Position
0.01%
$43.494M↓ Put
600,000 shares@ $72.49 avg price
0079⤦Advanced Energy Inds
Recent Activity
New Position
0.01%
$42.385M
40.148M shares@ $1.06 avg price
BWLPBw Lpg Ltd
Recent Activity
New Position
0.01%
$41.111M
2.855M shares@ $14.41 avg price