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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
4642⤦Ishares Tr
Recent Activity
Exited
0%
$15.984M↓ Put
1.2M shares@ $13.32 avg price
9897⤦Zoetis Inc
Recent Activity
Exited
0%
$15.81M↓ Put
91,200 shares@ $173.36 avg price
8136⤦Select Sector Spdr Tr
Recent Activity
Exited
0%
$15.316M↑ Call
200,000 shares@ $76.58 avg price
G271⤦Cushman Wakefield Plc
Recent Activity
Exited
0%
$15.182M↑ Call
1.46M shares@ $10.4 avg price
3021⤦Expedia Group Inc
Recent Activity
Exited
0%
$15.119M↓ Put
120,000 shares@ $125.99 avg price
0200⤦Allstate Corp
Recent Activity
Exited
0%
$15.008M↑ Call
94,000 shares@ $159.66 avg price
7445⤦Public Svc Enterprise Grp In
Recent Activity
Exited
0%
$14.74M↓ Put
200,000 shares@ $73.7 avg price
2997⤦Everbridge Inc
Recent Activity
Exited
0%
$14.238M
14.51M shares@ $0.99 avg price
7707⤦Robinhood Mkts Inc
Recent Activity
Exited
0%
$13.658M↓ Put
601,400 shares@ $22.71 avg price
4622⤦Ionis Pharmaceuticals Inc
Recent Activity
Exited
0%
$13.221M↓ Put
277,400 shares@ $47.66 avg price