test

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
REGNRegeneron Pharmaceuticals
Recent Activity
Decreased -9.51%
0.6%
$15.747B
14.979M shares@ $1051.25 avg price
7846⤦Spdr S&p 500 Etf Tr
Recent Activity
Increased 21.39%
0.56%
$14.513B↓ Put
25.294M shares@ $573.76 avg price
WFCWells Fargo Co New
Recent Activity
Increased 10.97%
0.56%
$14.485B
256.415M shares@ $56.5 avg price
ORCLOracle Corp
Recent Activity
Increased 4.6%
0.55%
$14.254B
83.652M shares@ $170.41 avg price
LOWLowes Cos Inc
Recent Activity
Increased 5.31%
0.55%
$14.239B
52.57M shares@ $270.86 avg price
NEENextera Energy Inc
Recent Activity
Decreased -5.23%
0.52%
$13.514B
159.875M shares@ $84.54 avg price
NFLXNetflix Inc
Recent Activity
Decreased -2.88%
0.51%
$13.38B
18.864M shares@ $709.28 avg price
BNDVanguard Total Bond Market
Recent Activity
Increased 5.56%
0.51%
$13.375B
178.074M shares@ $75.12 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 32.12%
0.5%
$12.91B
28.05M shares@ $460.27 avg price
INTUIntuit
Recent Activity
Increased 2.02%
0.48%
$12.57B
20.241M shares@ $621.01 avg price