Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6481 | AVES | AVANTIS EMERGING MARKETS VAL | — | 266 | $16K | — | SOLD |
| 6482 | SPBC | SIMPLIFY US EQTY PL BITCOIN | — | 346 | $15K | — | SOLD |
| 6483 | — | SUPERCOM LTD NEW | — | 1,700 | $15K | — | SOLD |
| 6484 | GMAY | FT VEST U.S. EQUITY MODERATE BUFFER ETF - MAY | — | 372 | $15K | — | SOLD |
| 6485 | — | INVESCO S&P 500 EX-RATE SENSIT | — | 284 | $15K | — | SOLD |
| 6486 | — | ATS CORPORATION | — | 553 | $15K | — | SOLD |
| 6487 | EFAD | PROSHARES EAFE DVD GROWERS | — | 363 | $15K | — | SOLD |
| 6488 | — | FT VEST US EQ MAX BUF OCT | — | 461 | $15K | — | SOLD |
| 6489 | IVES | DAN WEDBUSH AI REV ETF | — | 476 | $15K | — | SOLD |
| 6490 | AQWA | GLOBAL X CLEAN WATER ETF | — | 801 | $15K | — | SOLD |
| 6491 | GNSS | GENASYS INC | Technology | 7,000 | $15K | — | SOLD |
| 6492 | FLKR | FRANKLIN FTSE SOUTH KOREA | — | 468 | $15K | — | SOLD |
| 6493 | — CALL | ZIM INTEGRATED SHIPPING SER | — | 700 | $15K | — | SOLD |
| 6494 | FNGU | MS FANG 3X LEVERAGED ETN | Financial Services | 587 | $15K | — | SOLD |
| 6495 | USL | UNITED STATES 12 MONTH OIL | Financial Services | 445 | $15K | — | SOLD |
| 6496 | — PUT | MONDAY COM LTD | — | 100 | $15K | — | SOLD |
| 6497 | SGMT | SAGIMET BIOSCIENCES INC | Healthcare | 2,488 | $15K | — | SOLD |
| 6498 | — | BCP INVESTMENT CORPORATION | — | 1,245 | $15K | — | SOLD |
| 6499 | VLRS | CONTROLADORA VUELA COMP DE | Industrials | 1,658 | $15K | — | SOLD |
| 6500 | CAIE | CALAMOS AUTOCALLABLE INC ETF | — | 550 | $15K | — | SOLD |
Sector Allocation
Financial Services
33.0%
Technology
24.0%
Communication Services
24.0%
Utilities
7.2%
Consumer Defensive
4.3%
Consumer Cyclical
2.8%
Real Estate
1.6%
Healthcare
1.2%
Industrials
0.9%
Basic Materials
0.8%