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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
TDGTransdigm Group Inc
Recent Activity
Increased 9.57%
0.22%
$5.702B
3.996M shares@ $1427.14 avg price
KKRKkr & Co Inc
Recent Activity
Increased 21.4%
0.21%
$5.512B
42.21M shares@ $130.58 avg price
VGLTVanguard Long-term Treasury Etf
Recent Activity
Increased 0.94%
0.21%
$5.474B
88.944M shares@ $61.55 avg price
MDTMedtronic Plc
Recent Activity
Increased 6.4%
0.21%
$5.472B
60.785M shares@ $90.04 avg price
IEFIshares 7-10 Year Treasury B
Recent Activity
Increased 37.55%
0.21%
$5.448B
55.527M shares@ $98.13 avg price
IBMInternational Business Mach Co
Recent Activity
Increased 58.66%
0.21%
$5.315B
24.043M shares@ $221.09 avg price
DHID R Horton Inc
Recent Activity
Increased 17.8%
0.21%
$5.296B
27.76M shares@ $190.78 avg price
PCGPg&e Corp
Recent Activity
Increased 2.97%
0.21%
$5.284B
267.28M shares@ $19.78 avg price
BKRBaker Hughes Co
Recent Activity
Increased 31.82%
0.2%
$5.243B
145.037M shares@ $36.15 avg price
MINTPimco Enhanced Short Maturity Active Exchange-traded Fund
Recent Activity
Increased 5.67%
0.19%
$4.925B
48.917M shares@ $100.7 avg price