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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
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
MSMorgan Stanley
Recent Activity
Decreased -17.34%
0.33%
$8.546B
81.988M shares@ $104.25 avg price
PEPPepsico Inc
Recent Activity
Increased 20.74%
0.33%
$8.524B
50.126M shares@ $170.06 avg price
AXPAmerican Express Co
Recent Activity
Decreased -4.27%
0.33%
$8.484B
31.283M shares@ $271.21 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -2.18%
0.33%
$8.482B
48.974M shares@ $173.21 avg price
IVWIshares S&p 500 Growth
Recent Activity
Decreased -7.44%
0.33%
$8.448B
88.227M shares@ $95.76 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