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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
G173⤦Bw Lpg Ltd
Recent Activity
Exited
0%
$77.806M
4.078M shares@ $19.08 avg price
SITCSite Ctrs Corp
Recent Activity
Exited
0%
$67.418M
4.65M shares@ $14.51 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$65.951M
23.304M shares@ $2.83 avg price
CERECerevel Therapeutics Hldng I
Recent Activity
Exited
0%
$57.042M
1.395M shares@ $40.89 avg price
4642⤦Ishares Tr
Recent Activity
Exited
0%
$44.24M↓ Put
500,000 shares@ $88.48 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$41.696M
143,862 shares@ $289.84 avg price
4613⤦Invesco Exchange Traded Fd T
Recent Activity
Exited
0%
$33.349M↓ Put
203,000 shares@ $164.28 avg price
9837⤦Xpo Inc
Recent Activity
Exited
0%
$32.333M↓ Put
304,600 shares@ $106.15 avg price
7310⤦Polaris Inc
Recent Activity
Exited
0%
$31.324M↑ Call
400,000 shares@ $78.31 avg price
0082⤦Affirm Hldgs Inc
Recent Activity
Exited
0%
$30.319M↓ Put
1.004M shares@ $30.21 avg price