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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
ETNEaton Corp Plc
Recent Activity
Decreased -14.15%
0.48%
$12.526B
37.793M shares@ $331.45 avg price
KOCoca Cola Co
Recent Activity
Increased 28.87%
0.48%
$12.497B
173.909M shares@ $71.87 avg price
XLFFinancial Select Sector Spdr
Recent Activity
Decreased -12.05%
0.47%
$12.193B
269.034M shares@ $45.33 avg price
TTTrane Technologies Plc
Recent Activity
Decreased -6.98%
0.47%
$12.173B
31.315M shares@ $388.74 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -16.64%
0.47%
$12.09B
69.617M shares@ $173.68 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
TXNTexas Instrs Inc
Recent Activity
Decreased -4.38%
0.44%
$11.45B
55.431M shares@ $206.58 avg price
BBEUJpmorgan Betabuilders Europe Etf
Recent Activity
Decreased -17.49%
0.43%
$11.103B
178.097M shares@ $62.35 avg price
JNJJohnson & Johnson
Recent Activity
Increased 14.71%
0.43%
$11.046B
68.157M shares@ $162.07 avg price