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
CLOZPanagram Bbb-b Clo Etf
Recent Activity
Exited
0%
$9.121M
338,558 shares@ $26.94 avg price
DODRWDiamond Offshore Drilling In
Recent Activity
Exited
0%
$9.106M
587,886 shares@ $15.49 avg price
8760⤦Tapestry Inc
Recent Activity
Exited
0%
$8.917M↑ Call
208,400 shares@ $42.79 avg price
9897⤦Zoetis Inc
Recent Activity
Exited
0%
$8.807M↑ Call
50,800 shares@ $173.36 avg price
MMINIq Mackay Municipal Insured Etf
Recent Activity
Exited
0%
$8.731M
363,480 shares@ $24.03 avg price
3795⤦Globe Life Inc
Recent Activity
Exited
0%
$8.409M↑ Call
102,200 shares@ $82.28 avg price
4626⤦Iqvia Hldgs Inc
Recent Activity
Exited
0%
$8.246M↓ Put
39,000 shares@ $211.44 avg price
7142⤦Permian Resources Corp
Recent Activity
Exited
0%
$8.075M↓ Put
500,000 shares@ $16.15 avg price
3023⤦Ezcorp Inc
Recent Activity
Exited
0%
$8.028M
8.362M shares@ $0.96 avg price
GECCGreat Elm Cap Corp
Recent Activity
Exited
0%
$7.964M
744,990 shares@ $10.7 avg price