MCJ
Matthew C. Jessup Portfolio
Invests via Jessup Wealth Management Inc. | Managed by Matthew C. Jessup, Mark McEvily
Invests via Jessup Wealth Management Inc.
Managed by Matthew C. Jessup, Mark McEvily
Automatically Tracked
Matthew C. Jessup Profile
Matthew C. Jessup has established himself as a prominent figure in the realm of financial advisory and investment operations. With extensive experience in managing diverse portfolios and cultivating client relationships, he plays a pivotal role in guiding investment strategies that align with market opportunities. His leadership extends to various ventures, where his insights contribute significantly to organizational growth and innovation. As a skilled professional adept at navigating complex financial landscapes, Jessup's contributions resonate within both corporate finance spheres and private wealth management sectors.
Matthew C. Jessup has established himself as a prominent figure in the realm of financial advisory and investment operations. With extensive experience in managing diverse portfolios and cultivating client relationships, he plays a pivotal role in guiding investment strategies that align with market opportunities. His leadership extends to various ventures, where his insights contribute significantly to organizational growth and innovation. As a skilled professional adept at navigating complex financial landscapes, Jessup's contributions resonate within both corporate finance spheres and private wealth management sectors.
Investment Philosophy & Strategy
With a robust entrepreneurial mindset, Matthew C. Jessup leverages his extensive background in financial services to identify high-potential investment opportunities. His strategic approach is characterized by a focus on operational efficiency and innovation, enabling the cultivation of dynamic investment strategies tailored to unique market conditions. By prioritizing client-centric solutions, he excels at developing customized frameworks that address evolving financial needs. This orientation towards sustainable growth fuels his commitment to enhancing value creation across varied sectors.
With a robust entrepreneurial mindset, Matthew C. Jessup leverages his extensive background in financial services to identify high-potential investment opportunities. His strategic approach is characterized by a focus on operational efficiency and innovation, enabling the cultivation of dynamic investment strategies tailored to unique market conditions. By prioritizing client-centric solutions, he excels at developing customized frameworks that address evolving financial needs. This orientation towards sustainable growth fuels his commitment to enhancing value creation across varied sectors.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
64.37%
Gain +0.01%
Monthly
1.52%
Yearly
19.84%
Drawdown
18.85%
$331.3M
Equity
Holdings
$331.3M
Investment
$208.57M
$179.32M
Profit +$41,987.25
Realized
$56.23M
Unrealized
$123.09M
Dividends
$9.31M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$41,987.25
Win %
76%
This Week
Compared To Last Week
Gain
0.01%
Profit
$41,987.25
Win %
76%
This Month
Compared to last month
Gain
-2.74%
Profit
-$9.34M
Win %
76%
This Year
Compared to last year
Gain
-2.62%
Profit
-$1.6M
Win %
87%
SNDK SanDisk Corporation
+5.24%
+$90,407 
AMD Advanced Micro Devices, Inc.
+4.73%
+$1.09M 
AMAT Applied Materials, Inc.
+2.64%
+$36,335.05 
GS The Goldman Sachs Group, Inc.
+2.62%
+$52,240.95 
JPM JPMorgan Chase & Co.
+2.31%
+$126,308.27 
NUE Nucor Corporation
+2.09%
+$60,342.62 
GNRC Generac Holdings Inc.
+1.96%
+$12,585.06 
TSLA Tesla, Inc.
+1.82%
+$190,604.96 
TMUS T-Mobile US, Inc.
+1.76%
+$167,873.68 
CAT Caterpillar Inc.
+1.44%
+$8,876.85 
MAR Marriott International Inc. - Class A
+1.42%
+$11,141.8 
ARHS Arhaus, Inc.
+1.41%
+$5,536.3 
JNJ Johnson & Johnson
+1.07%
+$19,276.06 
V Visa Inc. Class A
+1.05%
+$13,446.93 
KKR KKR & Co. Inc.
+0.99%
+$7,996.58 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$5,829.17 
IWM iShares Russell 2000 ETF
+0.87%
+$25,217.22 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$64,434.34 
PG Procter & Gamble Co
+0.86%
+$38,601.65 
XBI SPDR S&P Biotech ETF
+0.79%
+$9,047.68 
GE General Electric Company
+0.76%
+$1,902.45 
UNH UnitedHealth Group Incorporated
+0.73%
+$82,548.18 
SNA Snap-on Inc.
+0.73%
+$2,734.13 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$10,310.8 
COST Costco Wholesale Corporation
+0.68%
+$73,086.62 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$1,947.65 
DUK Duke Energy Corporation
+0.63%
+$1,585.74 
VOO Vanguard S&P 500 ETF
+0.55%
+$7,808.34 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$8,470.75 
GOOGL Alphabet Inc
+0.53%
+$101,310.22 
GOOG Alphabet Inc
+0.45%
+$1,566.4 
WMT Walmart Inc.
+0.45%
+$1,023.3 
VXF Vanguard Extended Market ETF
+0.44%
+$44,105.25 
CINF Cincinnati Financial Corporation
+0.42%
+$8,169.91 
CSX CSX Corporation
+0.42%
+$27,748.4 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.41%
+$7,247.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$1,848.6 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$980.1 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.3%
+$2,560.11 
XOM Exxon Mobil Corporation
+0.28%
+$1,047.92 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.2%
+$968.49 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.2%
+$522.09 
NVDA NVIDIA Corporation
+0.16%
+$43,510.08 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$1,122.68 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.15%
+$1,557.36 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.14%
+$967.47 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$617.99 
SHW The Sherwin-Williams Company
+0.13%
+$932.7 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$8,198.71 
KO The Coca-Cola Company
+0.11%
+$292.14 
MSFT Microsoft Corp.
+0.1%
+$12,018.1 
GLD SPDR Gold Shares
+0.06%
+$149.82 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$307.02 
PANW Palo Alto Networks, Inc.
+0.03%
+$215.28 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$56.52 
SHV iShares Short Treasury Bond ETF
+0.03%
+$156.69 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$2,695.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$68.8 
MCD McDonald's Corporation
+0.01%
+$41.93 
ARKF Ark Fintech Innovation ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$24,875.46 
PLTR Palantir Technologies Inc.
-2.36%
-$8,098.9 
ULTA Ulta Beauty Inc.
-1.82%
-$3,767.13 
AAPL Apple Inc.
-1.52%
-$399,172.5 
MU Micron Technology, Inc.
-1.43%
-$232,994.3 
MRK Merck & Co., Inc.
-1.42%
-$107,634.05 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,512.48 
CQQQ Invesco China Technology ETF
-1.27%
-$89,056.44 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$38,988.36 
AMZN Amazon.com Inc
-1.23%
-$453,097.51 
BA Boeing Company
-1.16%
-$8,101.19 
UPS United Parcel Service, Inc.
-0.51%
-$3,563.46 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$1,052.92 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$583.9 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$18,752.32 
CAOS Alpha Architect Tail Risk ETF
-0.13%
-$319.32 
BSJV Invesco BulletShares 2031 High Yield Fund
-0.1%
-$830.08 Events
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Dividends
Dividend Analysis
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| Trades 1142 | Longs Won 565/1142 49% | Profit Factor 12.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $828,064.05 |
| Average Win $344,222.87 | Best Trade (Jun 14) $15.27M | Sharpe Ratio -10.22 |
| Average Loss -$26,292.14 | Worst Trade (Dec 30) -$2.31M | Z-Score -11.1 (50.6%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $157,018.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
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Returns
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