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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
BXBlackstone Inc
Recent Activity
Increased 37.88%
0.25%
$6.464B
42.215M shares@ $153.14 avg price
VGTVanguard Info Tech Etf
Recent Activity
Increased 10.01%
0.25%
$6.445B
10.989M shares@ $586.53 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 4.99%
0.25%
$6.445B
13.857M shares@ $465.09 avg price
CSXCsx Corp
Recent Activity
Increased 9.3%
0.24%
$6.298B
182.391M shares@ $34.53 avg price
YUMYum Brands Inc
Recent Activity
Increased 36.78%
0.24%
$6.29B
45.02M shares@ $139.72 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 9.73%
0.24%
$6.257B
96.539M shares@ $64.82 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 116.57%
0.23%
$6.005B
12.129M shares@ $495.12 avg price
7846⤦Spdr S&p 500 Etf Tr
Recent Activity
Increased 299.08%
0.23%
$5.977B↑ Call
10.417M shares@ $573.76 avg price
OTISOtis Worldwide Corp
Recent Activity
Increased 40.99%
0.23%
$5.836B
56.152M shares@ $103.95 avg price
JGLOJpmorgan Glbl Slct Eq Etf
Recent Activity
Increased 4.91%
0.22%
$5.764B
91.973M shares@ $62.68 avg price