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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
HIBBHibbett Inc
Recent Activity
Exited
0%
$29.423M
337,382 shares@ $87.21 avg price
2944⤦Equinix Inc
Recent Activity
Exited
0%
$25.119M↑ Call
33,200 shares@ $756.6 avg price
0906⤦Biomarin Pharmaceutical Inc
Recent Activity
Exited
0%
$24.19M
24.314M shares@ $1.0 avg price
8243⤦Sherwin Williams Co
Recent Activity
Exited
0%
$24.173M↑ Call
81,000 shares@ $298.43 avg price
7599⤦Repligen Corp
Recent Activity
Exited
0%
$23.424M
19.702M shares@ $1.19 avg price
BBLBJpm Beta Us Tr 20 Yr Etf
Recent Activity
Exited
0%
$23.334M
266,408 shares@ $87.59 avg price
0204⤦Alnylam Pharmaceuticals Inc
Recent Activity
Exited
0%
$21.53M↓ Put
88,600 shares@ $243.0 avg price
NVDUDirexion Daily Nvda Bull 2x
Recent Activity
Exited
0%
$21.475M
193,120 shares@ $111.2 avg price
9837⤦Xpo Inc
Recent Activity
Exited
0%
$20.72M↑ Call
195,200 shares@ $106.15 avg price
IRENIris Energy Ltd
Recent Activity
Exited
0%
$19.736M
1.748M shares@ $11.3 avg price