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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
VCITVanguard Int-term Corporate
Recent Activity
Increased 2.54%
0.31%
$7.905B
94.394M shares@ $83.76 avg price
JPSTJpmorgan Ultra-short Income
Recent Activity
Increased 26.16%
0.29%
$7.463B
147.09M shares@ $50.75 avg price
CMCSAComcast Corp New
Recent Activity
Increased 2.66%
0.29%
$7.41B
177.401M shares@ $41.78 avg price
4642⤦Ishares Tr
Recent Activity
Increased 6.38%
0.28%
$7.275B↓ Put
37.778M shares@ $192.58 avg price
BBINJpm Betabuilders Intl Eqty
Recent Activity
Increased 6.18%
0.27%
$7.058B
112.017M shares@ $63.02 avg price
MUMicron Technology Inc
Recent Activity
Increased 44.95%
0.27%
$7.053B
68.008M shares@ $103.72 avg price
MBBIshares Mbs Etf
Recent Activity
Increased 18.95%
0.26%
$6.642B
69.329M shares@ $95.82 avg price
ABTAbbott Laboratories
Recent Activity
Increased 95.72%
0.26%
$6.594B
57.836M shares@ $114.02 avg price
8816⤦Tesla Inc
Recent Activity
Increased 48.82%
0.25%
$6.525B↓ Put
24.94M shares@ $261.63 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 0.59%
0.25%
$6.511B
47.759M shares@ $136.35 avg price