test

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
BBAXJpmorgan Betabuilders Develo
Recent Activity
Decreased -3.8%
0.31%
$8.142B
150.699M shares@ $54.04 avg price
DEDeere & Co
Recent Activity
Decreased -14.13%
0.31%
$8.096B
19.4M shares@ $417.34 avg price
BMYBristol Myers Squibb Co Com
Recent Activity
Increased 4.43%
0.31%
$8.064B
155.86M shares@ $51.75 avg price
CRMSalesforce Inc
Recent Activity
Increased 13.83%
0.31%
$8.04B
29.376M shares@ $273.72 avg price
JIREJpmorgan International Research Enhanced Equity Etf
Recent Activity
Decreased -0.38%
0.31%
$7.937B
120.208M shares@ $66.04 avg price
CVXChevron Corp New
Recent Activity
Decreased -10.11%
0.31%
$7.928B
53.834M shares@ $147.28 avg price
VCITVanguard Int-term Corporate
Recent Activity
Increased 2.54%
0.31%
$7.905B
94.394M shares@ $83.76 avg price
SYKStryker Corp
Recent Activity
Decreased -3.56%
0.3%
$7.818B
21.641M shares@ $361.27 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -11.35%
0.3%
$7.803B
1.853M shares@ $4212.14 avg price
VTEBVanguard Tax-exempt Bond Etf
Recent Activity
Decreased -0.09%
0.3%
$7.635B
149.347M shares@ $51.12 avg price