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Michael T. Lees

Jpmorgan Chase & Co

Assets Managed
$1.557T
Holdings
7499
Last Quarter
2026 - Q1
Filed Date
30d ago
Growth Rate
-2.23%(2Q avg: -27.26%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Jpmorgan Chase & Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 7499 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.557T in assets, with a quarterly growth rate of -2.23% and a 2-quarter average growth rate of -27.26%. The portfolio is managed by Michael T. Lees, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.82%
4.75%
$73.963B
447.799M shares@ $165.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.76%
3.67%
$57.125B
231.622M shares@ $246.64 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -13.96%
2.94%
$45.634B
127.129M shares@ $358.97 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.56%
2.19%
$33.948B
168.938M shares@ $200.96 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 19.1%
2.11%
$32.725B
119.811M shares@ $273.15 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 2.77%
1.86%
$28.938B
45.791M shares@ $631.98 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.1%
1.73%
$26.93B
91.783M shares@ $293.42 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 14.43%
1.73%
$26.916B
50.181M shares@ $536.39 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 9.7%
1.25%
$19.398B
70.926M shares@ $273.51 avg price
TSLA
Tesla Inc
Recent Activity
Increased 3.33%
1.06%
$16.37B
46.075M shares@ $355.29 avg price

1-10 of 7499