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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
DOVDover Corp
Recent Activity
Decreased -4.3%
0.16%
$3.982B
20.769M shares@ $191.75 avg price
CBChubb Limited
Recent Activity
Decreased -2.54%
0.16%
$3.954B
13.71M shares@ $288.4 avg price
MCKMckesson Corp
Recent Activity
Decreased -11.63%
0.15%
$3.928B
7.945M shares@ $494.43 avg price
3030⤦Meta Platforms Inc
Recent Activity
Decreased -20.09%
0.15%
$3.813B↓ Put
6.661M shares@ $572.44 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -4.71%
0.15%
$3.684B
33.594M shares@ $109.66 avg price
USBUs Bancorp Del
Recent Activity
Decreased -24.22%
0.14%
$3.642B
79.642M shares@ $45.74 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -6.81%
0.14%
$3.601B
12.093M shares@ $297.75 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -3.12%
0.14%
$3.529B
19.091M shares@ $184.86 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -0.16%
0.14%
$3.513B
11.624M shares@ $302.21 avg price
EFAIshares Msci Eafe Etf
Recent Activity
Decreased -14.89%
0.14%
$3.446B
41.208M shares@ $83.64 avg price