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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
BBMCJpm Betabuilders Us Mid Cap
Recent Activity
Decreased -0.69%
0.14%
$3.422B
36.219M shares@ $94.48 avg price
METMetlife Inc
Recent Activity
Decreased -5.66%
0.13%
$3.29B
39.884M shares@ $82.49 avg price
DHRDanaher Corporation
Recent Activity
Decreased -42.21%
0.13%
$3.278B
11.792M shares@ $278.03 avg price
IWDIshares Russell 1000 Value
Recent Activity
Decreased -4.83%
0.13%
$3.257B
17.161M shares@ $189.81 avg price
WELLWelltower Inc
Recent Activity
Decreased -1.79%
0.13%
$3.225B
25.19M shares@ $128.04 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Decreased -3.8%
0.13%
$3.204B
13.902M shares@ $230.51 avg price
PEGPublic Service Enterprise Grou
Recent Activity
Decreased -28.71%
0.12%
$3.119B
34.967M shares@ $89.22 avg price
VRTVertiv Holdings Co
Recent Activity
Decreased -9.34%
0.12%
$2.965B
29.798M shares@ $99.5 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -1.71%
0.12%
$2.924B
65.11M shares@ $44.92 avg price
SHOPShopify Inc
Recent Activity
Decreased -31.28%
0.11%
$2.877B
35.898M shares@ $80.15 avg price