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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
5306⤦Liberty Latin America Ltd
Recent Activity
Exited
0%
$19.665M
19.764M shares@ $1.0 avg price
6529⤦Nextracker Inc
Recent Activity
Exited
0%
$18.752M↑ Call
400,000 shares@ $46.88 avg price
ATRIAtrion Corp
Recent Activity
Exited
0%
$18.68M
41,288 shares@ $452.44 avg price
0907⤦Bio-techne Corp
Recent Activity
Exited
0%
$18.629M↑ Call
260,000 shares@ $71.65 avg price
OLKOlink Hldg Ab
Recent Activity
Exited
0%
$18.523M
726,970 shares@ $25.49 avg price
9123⤦United Sts Oil Fd Lp
Recent Activity
Exited
0%
$18.306M↑ Call
230,000 shares@ $79.59 avg price
2997⤦Eventbrite Inc
Recent Activity
Exited
0%
$18.002M
20.692M shares@ $0.87 avg price
0389⤦Arbor Realty Trust Inc
Recent Activity
Exited
0%
$17.784M
17.762M shares@ $1.01 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$17.66M
5.484M shares@ $3.23 avg price
4642⤦Ishares Tr
Recent Activity
Exited
0%
$15.984M↑ Call
1.2M shares@ $13.32 avg price