Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6761 | PFXF | VANECK PREF SEC X-FINANCIALS | — | 217 | $4K | — | SOLD |
| 6762 | — PUT | UNITI GROUP LLC | — | 540 | $4K | — | SOLD |
| 6763 | — | EMBOTELLADORA ANDINA S A | — | 162 | $4K | — | SOLD |
| 6764 | ESMV | ISHARES ESG OPTIMIZED MSCI USA | — | 130 | $4K | — | SOLD |
| 6765 | — | INNOVATOR G-100 PB ETF - NOV | — | 131 | $4K | — | SOLD |
| 6766 | GPIQ | GOLDMAN SACHS NASDAQ-100 PREMI | — | 70 | $4K | — | SOLD |
| 6767 | SEIM | SEI ENHANCED US LARGE CAP MO | — | 80 | $4K | — | SOLD |
| 6768 | — | LXP INDUSTRIAL TRUST | — | 78 | $4K | — | SOLD |
| 6769 | CAAS | CHINA AUTOMOTIVE SYS INC | Consumer Cyclical | 857 | $4K | — | SOLD |
| 6770 | ICCM | ICECURE MEDICAL LTD CAESARE | Healthcare | 5,950 | $4K | — | SOLD |
| 6771 | — | LIONHEART HOLDINGS | — | 300 | $4K | — | SOLD |
| 6772 | TBX | PROSHARES SHORT 7-10 YR TSY | — | 129 | $4K | — | SOLD |
| 6773 | SEIV | SEI ENHANCED US LRG CAP VAL | — | 85 | $4K | — | SOLD |
| 6774 | LCAP | PRINCIPAL CPTL APPREC S3 ETF | — | 119 | $4K | — | SOLD |
| 6775 | — | ROADZEN INC | — | 1,457 | $4K | — | SOLD |
| 6776 | TAYD | TAYLOR DEVICES INC | Industrials | 60 | $4K | — | SOLD |
| 6777 | — PUT | WERIDE INC | — | 400 | $3K | — | SOLD |
| 6778 | PMI | PICARD MEDICAL INC | Healthcare | 1,977 | $3K | — | SOLD |
| 6779 | — | WISEKEY INTERNATIONAL HLDS | — | 438 | $3K | — | SOLD |
| 6780 | NANC | UNUSUAL SUBVERSIVE DT ETF | — | 75 | $3K | — | 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%