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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
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -45.37%
0.28%
$7.2B
43.88M shares@ $164.09 avg price
LRCXLam Research Corp
Recent Activity
Decreased -2.4%
0.27%
$6.956B
8.523M shares@ $816.09 avg price
MELIMercadolibre Inc
Recent Activity
Decreased -7.4%
0.27%
$6.906B
3.366M shares@ $2051.97 avg price
PGRProgressive Corp
Recent Activity
Decreased -0.88%
0.26%
$6.81B
26.836M shares@ $253.77 avg price
IVEIshares S&p 500 Value
Recent Activity
Decreased -3.59%
0.26%
$6.713B
34.047M shares@ $197.18 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -21.73%
0.26%
$6.594B
56.097M shares@ $117.55 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -1.4%
0.25%
$6.535B
53.83M shares@ $121.41 avg price
VVisa Inc
Recent Activity
Decreased -20.75%
0.25%
$6.513B
23.688M shares@ $274.96 avg price
EOGEog Res Inc
Recent Activity
Decreased -7.75%
0.25%
$6.461B
52.557M shares@ $122.94 avg price
COSTCostco Wholesale Corp.
Recent Activity
Decreased -4.27%
0.25%
$6.351B
7.164M shares@ $886.53 avg price