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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
ALIMAlimera Sciences Inc
Recent Activity
Exited
0%
$11.16M
2.007M shares@ $5.56 avg price
Y754⤦Scorpio Tankers Inc
Recent Activity
Exited
0%
$10.925M↑ Call
134,400 shares@ $81.29 avg price
0204⤦Alnylam Pharmaceuticals Inc
Recent Activity
Exited
0%
$10.692M↑ Call
44,000 shares@ $243.0 avg price
6288⤦Ncl Corp Ltd
Recent Activity
Exited
0%
$10.581M
8.71M shares@ $1.22 avg price
7433⤦Progress Software Corp
Recent Activity
Exited
0%
$10.558M
10.054M shares@ $1.06 avg price
CCIXUChurchill Capital Corp Ix
Recent Activity
Exited
0%
$10.361M
1.022M shares@ $10.14 avg price
5049⤦Labcorp Holdings Inc
Recent Activity
Exited
0%
$10.175M↓ Put
50,000 shares@ $203.51 avg price
5049⤦Labcorp Holdings Inc
Recent Activity
Exited
0%
$10.175M↑ Call
50,000 shares@ $203.51 avg price
5502⤦Lumentum Hldgs Inc
Recent Activity
Exited
0%
$10.117M
11.202M shares@ $0.91 avg price
5165⤦Lantheus Hldgs Inc
Recent Activity
Exited
0%
$9.908M
7.93M shares@ $1.25 avg price