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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
MRKMerck & Co Inc
Recent Activity
Decreased -3.22%
0.24%
$6.147B
54.126M shares@ $113.57 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.78%
0.22%
$5.566B
15.746M shares@ $353.49 avg price
TRVTravelers Companies Inc
Recent Activity
Decreased -13.1%
0.21%
$5.468B
23.357M shares@ $234.13 avg price
ANETArista Networks Inc
Recent Activity
Decreased -18.23%
0.21%
$5.311B
13.837M shares@ $383.83 avg price
WMTWalmart Inc
Recent Activity
Decreased -4.24%
0.2%
$5.198B
64.366M shares@ $80.76 avg price
IWFIshares Russell 1000 Growth
Recent Activity
Decreased -3.33%
0.2%
$5.08B
13.534M shares@ $375.39 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -11.88%
0.19%
$4.977B
86.385M shares@ $57.63 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Decreased -1.71%
0.19%
$4.962B
45.304M shares@ $109.54 avg price
PANWPalo Alto Networks Inc
Recent Activity
Decreased -8.1%
0.19%
$4.903B
14.343M shares@ $341.81 avg price
IJHIshares Core S&p Midcap Etf
Recent Activity
Decreased -3.62%
0.19%
$4.743B
76.108M shares@ $62.33 avg price