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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
9898⤦Zoominfo Technologies Inc
Recent Activity
Exited
0%
$12.77M↑ Call
1M shares@ $12.77 avg price
9130⤦United Therapeutics Corp Del
Recent Activity
Exited
0%
$12.742M↓ Put
40,000 shares@ $318.55 avg price
9130⤦United Therapeutics Corp Del
Recent Activity
Exited
0%
$12.742M↑ Call
40,000 shares@ $318.55 avg price
1268⤦Cable One Inc
Recent Activity
Exited
0%
$12.68M
14.436M shares@ $0.88 avg price
SMLPSummit Midstream Partners Lp
Recent Activity
Exited
0%
$12.651M
355,760 shares@ $35.57 avg price
7580⤦Redwood Trust Inc
Recent Activity
Exited
0%
$12.348M
12.354M shares@ $1.0 avg price
4721⤦Jazz Investments I Ltd
Recent Activity
Exited
0%
$12.217M
12.284M shares@ $1.0 avg price
ISPYProshares S&p High Incom Etf
Recent Activity
Exited
0%
$12.149M
279,166 shares@ $43.52 avg price
0462⤦Astera Labs Inc
Recent Activity
Exited
0%
$12.102M↑ Call
200,000 shares@ $60.51 avg price
0758⤦Becton Dickinson & Co
Recent Activity
Exited
0%
$11.872M↑ Call
50,800 shares@ $233.71 avg price