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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
MDLZMondelez Intl Inc
Recent Activity
Increased 1.59%
0.35%
$8.957B
121.582M shares@ $73.68 avg price
HDHome Depot Inc
Recent Activity
Increased 24.4%
0.34%
$8.811B
21.746M shares@ $405.21 avg price
VGITVanguard Intermediate-term T
Recent Activity
Increased 0.44%
0.33%
$8.665B
143.406M shares@ $60.43 avg price
AZOAutozone Inc
Recent Activity
Increased 2.23%
0.33%
$8.571B
2.721M shares@ $3150.05 avg price
PEPPepsico Inc
Recent Activity
Increased 20.74%
0.33%
$8.524B
50.126M shares@ $170.06 avg price
LINLinde Plc
Recent Activity
Increased 7.59%
0.32%
$8.363B
17.537M shares@ $476.87 avg price
4609⤦Invesco Qqq Tr
Recent Activity
Increased 0.28%
0.32%
$8.33B↓ Put
17.066M shares@ $488.07 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 17.91%
0.32%
$8.174B
13.214M shares@ $618.58 avg price
BMYBristol Myers Squibb Co Com
Recent Activity
Increased 4.43%
0.31%
$8.064B
155.86M shares@ $51.75 avg price
CRMSalesforce Inc
Recent Activity
Increased 13.83%
0.31%
$8.04B
29.376M shares@ $273.72 avg price