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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
INTUIntuit
Recent Activity
Increased 2.02%
0.48%
$12.57B
20.241M shares@ $621.01 avg price
KOCoca Cola Co
Recent Activity
Increased 28.87%
0.48%
$12.497B
173.909M shares@ $71.87 avg price
BACBank America Corp
Recent Activity
Increased 1.05%
0.46%
$11.857B
298.808M shares@ $39.69 avg price
NOWServicenow Inc
Recent Activity
Increased 19.34%
0.44%
$11.526B
12.887M shares@ $894.4 avg price
JNJJohnson & Johnson
Recent Activity
Increased 14.71%
0.43%
$11.046B
68.157M shares@ $162.07 avg price
COPConocophillips
Recent Activity
Increased 6.96%
0.38%
$9.936B
94.378M shares@ $105.29 avg price
NXPINxp Semiconductors N V
Recent Activity
Increased 9.92%
0.38%
$9.897B
41.236M shares@ $240.02 avg price
SOSouthern Co
Recent Activity
Increased 37.09%
0.38%
$9.87B
109.449M shares@ $90.19 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 12.07%
0.38%
$9.824B
19.997M shares@ $491.28 avg price
HONHoneywell International Inc Co
Recent Activity
Increased 15.05%
0.35%
$9.107B
44.059M shares@ $206.72 avg price