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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
QQQInvesco Qqq Tr Unit Ser I
Recent Activity
Decreased -13.76%
0.18%
$4.725B
9.681M shares@ $488.08 avg price
CMECme Group Inc
Recent Activity
Decreased -9.53%
0.18%
$4.681B
20.913M shares@ $223.82 avg price
CARRCarrier Global Corporation
Recent Activity
Decreased -6.32%
0.18%
$4.642B
57.667M shares@ $80.5 avg price
VGKVanguard European Etf
Recent Activity
Decreased -4.42%
0.18%
$4.556B
64.077M shares@ $71.11 avg price
EWJIshares Msci Japan Etf
Recent Activity
Decreased -6.49%
0.18%
$4.49B
62.769M shares@ $71.55 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -1.97%
0.17%
$4.364B
52.079M shares@ $83.81 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -9.45%
0.17%
$4.284B
8.112M shares@ $528.08 avg price
7846⤦Spdr Gold Tr
Recent Activity
Decreased -36.52%
0.16%
$4.122B↑ Call
16.958M shares@ $243.06 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -31.48%
0.16%
$4.106B
8.108M shares@ $506.4 avg price
RTXRtx Corp
Recent Activity
Decreased -19.31%
0.16%
$4.105B
33.879M shares@ $121.16 avg price