Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6781 | TECL | DIREXION DAILY TECH BULL 3X | — | 29 | $3K | — | SOLD |
| 6782 | XMVM | INVESCO S&P MIDCAP VALUE WITH | — | 53 | $3K | — | SOLD |
| 6783 | NNVC | NANOVIRICIDES INC | Healthcare | 3,000 | $3K | — | SOLD |
| 6784 | — | MERSANA THERAPEUTICS INC | — | 112 | $3K | — | SOLD |
| 6785 | NNBR | NN INC | Industrials | 2,524 | $3K | — | SOLD |
| 6786 | DAVA | ENDAVA PLC | Technology | 500 | $3K | — | SOLD |
| 6787 | BLNK | BLINK CHARGING CO | Industrials | 4,646 | $3K | — | SOLD |
| 6788 | IEUS | ISHARES MSCI EUROPE SMALL-CA | — | 45 | $3K | — | SOLD |
| 6789 | — | MIND TECHNOLOGY INC | — | 350 | $3K | — | SOLD |
| 6790 | IPSC | CENTURY THERAPEUTICS INC | Healthcare | 3,077 | $3K | — | SOLD |
| 6791 | VFMO | VANGUARD US MOMENTUM FACTOR | — | 15 | $3K | — | SOLD |
| 6792 | HGER | HARBOR COMMODITY ALL WEATHER | — | 121 | $3K | — | SOLD |
| 6793 | PSFD | PACER SWAN SOS FLEX JANUARY | — | 80 | $3K | — | SOLD |
| 6794 | JPC | NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | Financial Services | 359 | $3K | — | SOLD |
| 6795 | — | ATLANTIC INTL CORP | — | 2,154 | $3K | — | SOLD |
| 6796 | — | ALIGOS THERAPEUTICS INC | — | 306 | $3K | — | SOLD |
| 6797 | PGHY | Invesco Global Ex US High Yield Corporate Bond ETF | — | 143 | $3K | — | SOLD |
| 6798 | CNBS | AMPLIFY SEYMOUR CANNABIS ETF | — | 100 | $3K | — | SOLD |
| 6799 | — | GDEV INC | — | 154,912 | $3K | — | SOLD |
| 6800 | PFIX | SIMPLIFY INTEREST RATE HEDGE | — | 58 | $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%