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  Name: J P MORGAN CHASE & CO
  City: NEW YORK
  State: NY
  Zip: 10017
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $974,258,324,000
  Total Value Change : $120,027,310,000
  Securities Held Change : -31
   
All Securities Held : 6129
  New Positions : 366
  Closed Positions : 481
  Increased Positions : 3389
  Unchanged Positions : 284
  Decreased Positions : 2090

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Holdings Found : 100     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JTEK)1 Year Chart         JTEK Jpmorgan Us Tech Leaders Etf 590 New $0.00 $185,164,000 3,149,069 0.02% 185,164,000 3,149,069 34.99    N/A
   (VLTO)1 Year Chart         VLTO Veralto Corp 818 New $88.66 $98,251,000 1,194,394 0.01% 98,251,000 1,194,394 0.485    N/A
   (NXE)1 Year Chart         NXE NexGen Energy Ltd 940 New $7.77 $73,903,000 10,510,751 0.01% 73,903,000 10,510,751 2.788    N/A
   (URNJ)1 Year Chart         URNJ Sprott Junior Uranium Miner... 1240 New $0.00 $37,038,000 1,570,056 0% 37,038,000 1,570,056 17.445    N/A
   (HFGO)1 Year Chart         HFGO Hartford Large Cap Growth Etf 2030 New $0.00 $9,988,000 594,759 0% 9,988,000 594,759 0.661    N/A
   (XCEM)1 Year Chart         XCEM Columbia Em Core Ex China Etf 2172 New $0.00 $7,911,000 261,337 0% 7,911,000 261,337 0.29    N/A
   (RYZB)1 Year Chart         RYZB Rayzebio, Inc. 2291 New $62.49 $6,462,000 103,940 0% 6,462,000 103,940 0    N/A
   (FPEI)1 Year Chart         FPEI First Trust Institutional P... 2369 New $0.00 $5,565,000 312,106 0% 5,565,000 312,106 0.212    N/A
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 2377 New $0.00 $5,481,000 194,171 0% 5,481,000 194,171 0.257    N/A
   (SLAM)1 Year Chart         SLAM Slam Corp. 2384 New $0.00 $5,420,000 499,995 0% 5,420,000 499,995 0.556    N/A
   (ECO)1 Year Chart         ECO Okeanis Eco Tankers 2496 New $0.00 $4,599,000 171,603 0% 4,599,000 171,603 0.533    N/A
   (HYMU)1 Year Chart         HYMU Blackrock High Yield Muni I... 2498 New $0.00 $4,590,000 207,516 0% 4,590,000 207,516 14.381    N/A
   (HHLA)1 Year Chart         HHLA Hh&l Acquisition Co. 2532 New $0.00 $4,301,000 401,967 0% 4,301,000 401,967 0.971    N/A
   (CGXU)1 Year Chart         CGXU Capital Group International... 2592 New $0.00 $3,832,000 160,549 0% 3,832,000 160,549 0.178    N/A
   (RPT.PD)1 Year Chart         RPT.PD Ramco-Gershenson Pptys Tr P... 2645 New $57.13 $3,542,000 62,000 0% 3,542,000 62,000 3.351    N/A
   (WS)1 Year Chart         WS Worthington Steel, Inc. 2673 New $35.85 $3,341,000 118,898 0% 3,341,000 118,898 0.238    N/A
   (FTCB)1 Year Chart         FTCB First Trust Core Investment... 2700 New $0.00 $3,179,000 150,000 0% 3,179,000 150,000 1.667    N/A
   (GRPN)1 Year Chart         GRPN Groupon, Inc. 2701 New $1.39 $3,165,000 246,471 0% 3,165,000 246,471 0.856    Internet Service Prov...
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 2708 New $70.68 $3,119,000 48,390 0% 3,119,000 48,390 0    Closed - End Fund - E...
   (KLG)1 Year Chart         KLG Wk Kellogg Co 2737 New $18.80 $2,984,000 227,093 0% 2,984,000 227,093 0.265    N/A
   (NATL)1 Year Chart         NATL Ncr Atleos, Llc 2770 New $19.75 $2,803,000 115,407 0% 2,803,000 115,407 0.407    N/A
   (FLMB)1 Year Chart         FLMB Franklin Liberty Municipal ... 2823 New $0.00 $2,561,000 106,140 0% 2,561,000 106,140 1.179    N/A
   (VSTS)1 Year Chart         VSTS Vestis Corp 2889 New $19.27 $2,305,000 109,046 0% 2,305,000 109,046 0.083    N/A
   (EQL)1 Year Chart         EQL ALPS ETF Trust 2891 New $117.99 $2,300,000 20,996 0% 2,300,000 20,996 1.077    Closed - End Fund - Debt
   (FUMB)1 Year Chart         FUMB First Trust Ultra Short Dur... 2909 New $0.00 $2,234,000 111,368 0% 2,234,000 111,368 0.212    N/A
   (AVNM)1 Year Chart         AVNM Avantis All International M... 2929 New $0.00 $2,160,000 40,212 0% 2,160,000 40,212 0.447    N/A
   (TRIS)1 Year Chart         TRIS Tristar Acquisition I Corp. 2930 New $10.96 $2,157,000 200,000 0% 2,157,000 200,000 0.869    N/A
   (SMIG)1 Year Chart         SMIG Aam Bahl & Gaynor Small/mid... 2953 New $0.00 $2,042,000 81,038 0% 2,042,000 81,038 0.009    N/A
   (EVT)1 Year Chart         EVT Eaton Vance Tax Advantaged ... 2978 New $23.60 $1,948,000 87,558 0% 1,948,000 87,558 0.12    Closed - End Fund - Debt
   (RECS)1 Year Chart         RECS Columbia Research Enhanced ... 2990 New $0.00 $1,894,000 68,348 0% 1,894,000 68,348 0.759    N/A
   (AEAE)1 Year Chart         AEAE Altenergy Acquisition Corp 2997 New $11.20 $1,881,000 172,576 0% 1,881,000 172,576 0.75    N/A
   (CSLM)1 Year Chart         CSLM Consilium Acquisition Corp ... 3024 New $0.00 $1,804,000 165,678 0% 1,804,000 165,678 0.873    N/A
   (AVRE)1 Year Chart         AVRE Avantis Real Estate Etf 3051 New $0.00 $1,696,000 39,151 0% 1,696,000 39,151 0.579    N/A
   (OUSM)1 Year Chart         OUSM Alps Oshares Us Small-cap Q... 3109 New $0.00 $1,525,000 38,931 0% 1,525,000 38,931 0.043    N/A
   (MPCT)1 Year Chart         MPCT Ishares Trust Ishares Msci ... 3114 New $78.71 $1,510,000 18,632 0% 1,510,000 18,632 0.287    N/A
   (BSMP)1 Year Chart         BSMP Invesco Bulletshares 2025 M... 3150 New $0.00 $1,395,000 56,853 0% 1,395,000 56,853 0.632    N/A
   (EFAX)1 Year Chart         EFAX Spdr Msci Eafe Fossil Fuel ... 3232 New $0.00 $1,179,000 30,227 0% 1,179,000 30,227 0    N/A
   (SZZL)1 Year Chart         SZZL Sizzle Acquisition Ord Shs 3266 New $22.50 $1,101,000 100,000 0% 1,101,000 100,000 0.459    N/A
   (NMRA)1 Year Chart         NMRA Neumora Therapeutics, Inc. 3300 New $13.75 $1,042,000 61,117 0% 1,042,000 61,117 0.272    N/A
   (FEBW)1 Year Chart         FEBW Allianzim Us Large Cap Buff... 3328 New $0.00 $985,000 35,345 0% 985,000 35,345 0    N/A
   (QGRO)1 Year Chart         QGRO American Century Stoxx Us Q... 3351 New $84.94 $949,000 12,480 0% 949,000 12,480 0.014    N/A
   (GSM)1 Year Chart         GSM Ferroglobe PLC 3355 New $4.98 $943,000 144,907 0% 943,000 144,907 0    Industrial Metals & M...
   (MYI)1 Year Chart         MYI Blackrock Muniyield Insured... 3363 New $11.46 $927,000 79,633 0% 927,000 79,633 0.117    Closed - End Fund - Debt
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 3400 New $89.20 $861,000 10,176 0% 861,000 10,176 0    N/A
   (PORT)1 Year Chart         PORT Southport Acquisition Corp 3415 New $0.00 $840,000 79,000 0% 840,000 79,000 0    N/A
   (MUST)1 Year Chart         MUST Columbia Multi-sector Munic... 3421 New $0.00 $827,000 39,608 0% 827,000 39,608 0.339    N/A
   (BSCV)1 Year Chart         BSCV Invesco Bulletshares 2031 C... 3424 New $0.00 $826,000 50,326 0% 826,000 50,326 0.479    N/A
   (CHEA)1 Year Chart         CHEA Chenghe Acquisition Ord Shs... 3425 New $0.00 $825,000 74,998 0% 825,000 74,998 0.652    N/A
   (PXMG)1 Year Chart         PXMG Invesco Russell Midcap Pure... 3436 New $114.86 $812,000 9,036 0% 812,000 9,036 0    Closed - End Fund - Debt
   (EMDV)1 Year Chart         EMDV Proshares Msci Emerging Mar... 3456 New $0.00 $781,000 17,783 0% 781,000 17,783 0.02    N/A
   (USMC)1 Year Chart         USMC Principal Us Mega Cap Multi... 3457 New $0.00 $780,000 16,682 0% 780,000 16,682 0.034    N/A
   (CNGL)1 Year Chart         CNGL Canna Global Acquisition Or... 3459 New $0.00 $773,000 71,037 0% 773,000 71,037 0    N/A
   (RQI)1 Year Chart         RQI Cohen & Steers Quality Inco... 3497 New $12.08 $703,000 57,396 0% 703,000 57,396 0    Closed - End Fund - Debt
   (AVES)1 Year Chart         AVES Avantis Emerging Markets Va... 3525 New $0.00 $671,000 14,588 0% 671,000 14,588 0.096    N/A
   (BLTE)1 Year Chart         BLTE Belite Bio Adr 3542 New $0.00 $653,000 14,267 0% 653,000 14,267 0.057    N/A
   (QDEF)1 Year Chart         QDEF FlexShares Quality Dividend... 3573 New $64.21 $610,000 10,328 0% 610,000 10,328 0    N/A
   (SPYI)1 Year Chart         SPYI Neos S&p 500 High Income Etf 3594 New $0.00 $581,000 12,050 0% 581,000 12,050 0    N/A
   (AVSU)1 Year Chart         AVSU Avantis Responsible Us Equi... 3596 New $0.00 $581,000 10,336 0% 581,000 10,336 0    N/A
   (NACP)1 Year Chart         NACP Impact Shares Naacp Minorit... 3603 New $0.00 $571,000 16,817 0% 571,000 16,817 0.187    N/A
   (OAIA)1 Year Chart         OAIA Teucrium Aila Long-short Ag... 3607 New $0.00 $569,000 26,131 0% 569,000 26,131 0.29    N/A
   (GPAC)1 Year Chart         GPAC Global Partner Acquisition ... 3605 New $0.00 $569,000 51,462 0% 569,000 51,462 0.546    N/A
   (MINO)1 Year Chart         MINO Pimco Municipal Income Oppo... 3632 New $0.00 $540,000 11,894 0% 540,000 11,894 0    N/A
   (EAC)1 Year Chart         EAC Edify Acquisition Ord Shs C... 3643 New $0.00 $531,000 47,825 0% 531,000 47,825 0.378    N/A
   (QDEC)1 Year Chart         QDEC Ft Cboe Vest Growth100 Buff... 3651 New $0.00 $524,000 22,130 0% 524,000 22,130 0    N/A
   (KVAC)1 Year Chart         KVAC Keen Vision Acquisition Corp. 3659 New $10.45 $516,000 49,996 0% 516,000 49,996 0    N/A
   (PDBA)1 Year Chart         PDBA Invesco Agriculture Commodi... 3677 New $0.00 $497,000 16,658 0% 497,000 16,658 0    N/A
   (TDV)1 Year Chart         TDV Proshares S&p Technology Di... 3692 New $0.00 $488,000 7,014 0% 488,000 7,014 0.078    N/A
   (SCHY)1 Year Chart         SCHY Schwab International Divide... 3705 New $0.00 $478,000 19,449 0% 478,000 19,449 0.022    N/A
   (NLOP)1 Year Chart         NLOP Net Lease Office Properties 3748 New $23.80 $441,000 23,878 0% 441,000 23,878 0.223    N/A
   (FRLN)1 Year Chart         FRLN Freeline Therapeutics Hldgs 3763 New $0.00 $426,000 67,053 0% 426,000 67,053 0    N/A
   (SKE)1 Year Chart         SKE Skeena Resources Ord Shs 3777 New $0.00 $411,000 84,206 0% 411,000 84,206 0.529    N/A
   (EUDG)1 Year Chart         EUDG Wisdomtree Europe Quality D... 3789 New $0.00 $402,000 12,618 0% 402,000 12,618 1.078    N/A
   (DEC)1 Year Chart         DEC Diversified Energy Company 3794 New $0.00 $398,000 26,510 0% 398,000 26,510 0.209    N/A
   (FELC)1 Year Chart         FELC Fidelity Enhanced Large Cap... 3798 New $0.00 $395,000 14,842 0% 395,000 14,842 0.182    N/A
   (IGEB)1 Year Chart         IGEB Ishares Edge Investment Gra... 3801 New $0.00 $393,000 8,691 0% 393,000 8,691 0    N/A
   (EZY)1 Year Chart         EZY WisdomTree LargeCap Value 3808 New $75.60 $386,000 5,636 0% 386,000 5,636 0.006    N/A
   (BUI)1 Year Chart         BUI Blackrock Utility & Infrast... 3815 New $21.57 $381,000 17,457 0% 381,000 17,457 0    N/A
   (RCD)1 Year Chart         RCD Invesco S&P 500 Equal Weigh... 3837 New $51.02 $365,000 7,671 0% 365,000 7,671 0    Closed - End Fund - E...
   (SMLV)1 Year Chart         SMLV Spdr Russell 2000 Low Volat... 3879 New $112.04 $333,000 2,958 0% 333,000 2,958 0.126    N/A
   (WOOD)1 Year Chart         WOOD iShares S&P Global Timber &... 3889 New $84.38 $326,000 4,005 0% 326,000 4,005 0    Closed - End Fund - Debt
   (ROCL)1 Year Chart         ROCL Roth Ch Acquisition V Ord Shs 3902 New $0.00 $319,000 29,999 0% 319,000 29,999 0    N/A
   (HGER)1 Year Chart         HGER Harbor All-weather Inflatio... 3920 New $0.00 $307,000 14,641 0% 307,000 14,641 0    N/A
   (PNQI)1 Year Chart         PNQI Powershares Nasdaq Interne 3938 New $39.89 $296,000 8,198 0% 296,000 8,198 0    Closed - End Fund - Debt
   (INCO)1 Year Chart         INCO Columbia India Consumer Etf 3956 New $64.01 $287,000 4,880 0% 287,000 4,880 0    N/A
   (PXJ)1 Year Chart         PXJ Invesco Dynamic Oil And Gas... 3968 New $5.40 $280,000 9,755 0% 280,000 9,755 0    Closed - End Fund - Debt
   (FICVU)1 Year Chart         FICVU Frontier Investment Units 3970 New $0.00 $279,000 19,945 0% 279,000 19,945 0.286    N/A
   (FICV)1 Year Chart         FICV Frontier Investment Corp 3991 New $0.00 $271,000 22,933 0% 271,000 22,933 0    N/A
   (BFAC)1 Year Chart         BFAC Battery Future Acquisition ... 3992 New $0.00 $271,000 25,000 0% 271,000 25,000 0    N/A
   (SEDA)1 Year Chart         SEDA Sdcl Edge Acquisition Corp 4000 New $0.00 $269,000 25,000 0% 269,000 25,000 0    N/A
   (IFGL)1 Year Chart         IFGL iShares FTSE EPRA/NAREIT De... 4032 New $21.28 $258,000 11,843 0% 258,000 11,843 0    Closed - End Fund - Debt
   (MNTX)1 Year Chart         MNTX Manitex International Inc 4077 New $6.86 $244,000 27,916 0% 244,000 27,916 0.237    Diversified Machinery
   (KNG)1 Year Chart         KNG Ft Cboe S&p 500 Dividend Ta... 4085 New $0.00 $241,000 4,659 0% 241,000 4,659 0    N/A
   (ORLA)1 Year Chart         ORLA Orla Mining Ord Shs 4093 New $0.00 $238,000 73,332 0% 238,000 73,332 0    N/A
   (SECT)1 Year Chart         SECT Main Sector Rotation Etf 4098 New $0.00 $236,000 5,072 0% 236,000 5,072 0    N/A
   (DRIV)1 Year Chart         DRIV Global X Autonomous & Elect... 4113 New $0.00 $231,000 9,347 0% 231,000 9,347 0    N/A
   (DBEM)1 Year Chart         DBEM Deutsche X Trackers Msci Em... 4115 New $23.92 $230,000 9,954 0% 230,000 9,954 0    N/A
   (KJAN)1 Year Chart         KJAN Innovator Russell 2000 Powe... 4152 New $0.00 $216,000 6,301 0% 216,000 6,301 0    N/A
   (MURA)1 Year Chart         MURA Mural Oncology Plc 4169 New $4.89 $208,000 35,148 0% 208,000 35,148 0.211    N/A
   (NVGS)1 Year Chart         NVGS Navigator Holdings Ltd 4179 New $15.35 $203,000 13,960 0% 203,000 13,960 0    N/A
   (DCOR)1 Year Chart         DCOR Dimensional Us Core Equity ... 4192 New $0.00 $197,000 3,682 0% 197,000 3,682 0    N/A

      100 Records Found
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