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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
USHYIshares Broad Usd High Yield
Recent Activity
Increased 3566.04%
0.19%
$4.817B
127.935M shares@ $37.66 avg price
PWRQuanta Services Inc
Recent Activity
Increased 8.7%
0.19%
$4.776B
16.018M shares@ $298.16 avg price
MCHPMicrochip Technology Inc
Recent Activity
Increased 68.92%
0.18%
$4.66B
58.035M shares@ $80.3 avg price
FIFiserv Inc
Recent Activity
Increased 21.09%
0.17%
$4.421B
24.61M shares@ $179.66 avg price
TFCTruist Financial Corp
Recent Activity
Increased 15.15%
0.17%
$4.415B
103.221M shares@ $42.78 avg price
ROSTRoss Stores Inc
Recent Activity
Increased 38.8%
0.17%
$4.247B
28.217M shares@ $150.52 avg price
UNPUnion Pac Corp
Recent Activity
Increased 1.46%
0.17%
$4.218B
17.114M shares@ $246.49 avg price
XLVHealth Care Select Sector
Recent Activity
Increased 22.58%
0.16%
$4.166B
27.05M shares@ $154.03 avg price
DASHDoordash Inc
Recent Activity
Increased 1.52%
0.16%
$4.066B
28.484M shares@ $142.74 avg price
AMPAmeriprise Financial Inc
Recent Activity
Increased 9.05%
0.16%
$4.023B
8.564M shares@ $469.82 avg price