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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
BBCAJpmorgan Betabuilders Canada
Recent Activity
Decreased -11.9%
0.4%
$10.403B
143.9M shares@ $72.3 avg price
COPConocophillips
Recent Activity
Increased 6.96%
0.38%
$9.936B
94.378M shares@ $105.29 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -16.09%
0.38%
$9.912B
43.063M shares@ $230.18 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
UBERUber Technologies Inc
Recent Activity
Decreased -14.16%
0.36%
$9.269B
123.33M shares@ $75.17 avg price
HONHoneywell International Inc Co
Recent Activity
Increased 15.05%
0.35%
$9.107B
44.059M shares@ $206.72 avg price
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