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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
PGProcter And Gamble Co
Recent Activity
Decreased -2.18%
0.33%
$8.482B
48.974M shares@ $173.21 avg price
IVWIshares S&p 500 Growth
Recent Activity
Decreased -7.44%
0.33%
$8.448B
88.227M shares@ $95.76 avg price
BBAXJpmorgan Betabuilders Develo
Recent Activity
Decreased -3.8%
0.31%
$8.142B
150.699M shares@ $54.04 avg price
DEDeere & Co
Recent Activity
Decreased -14.13%
0.31%
$8.096B
19.4M shares@ $417.34 avg price
JIREJpmorgan International Research Enhanced Equity Etf
Recent Activity
Decreased -0.38%
0.31%
$7.937B
120.208M shares@ $66.04 avg price
CVXChevron Corp New
Recent Activity
Decreased -10.11%
0.31%
$7.928B
53.834M shares@ $147.28 avg price
SYKStryker Corp
Recent Activity
Decreased -3.56%
0.3%
$7.818B
21.641M shares@ $361.27 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -11.35%
0.3%
$7.803B
1.853M shares@ $4212.14 avg price
VTEBVanguard Tax-exempt Bond Etf
Recent Activity
Decreased -0.09%
0.3%
$7.635B
149.347M shares@ $51.12 avg price
PLDPrologis Inc.
Recent Activity
Decreased -12.52%
0.29%
$7.552B
59.807M shares@ $126.29 avg price