Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6821 | — CALL | APPLIED DIGITAL CORP | — | 100 | $2K | — | SOLD |
| 6822 | AIA | ISHARES ASIA 50 ETF | — | 25 | $2K | — | SOLD |
| 6823 | — | CHEETAH MOBILE INC | — | 406 | $2K | — | SOLD |
| 6824 | — | CHECK CAP LTD | — | 1,500 | $2K | — | SOLD |
| 6825 | GLRY | INSPIRE GROWTH ETF | — | 67 | $2K | — | SOLD |
| 6826 | — | CHIPMOS TECHNOLOGIES INC | — | 80 | $2K | — | SOLD |
| 6827 | GORO | GOLD RESOURCE CORP | Basic Materials | 2,846 | $2K | — | SOLD |
| 6828 | — | EMBOTELLADORA ANDINA S A | — | 84 | $2K | — | SOLD |
| 6829 | FCG | FIRST TRUST NATURAL GAS ETF | — | 100 | $2K | — | SOLD |
| 6830 | OXSQ | OXFORD SQUARE CAP CORP | Financial Services | 1,320 | $2K | — | SOLD |
| 6831 | BGSF | BGSF INC | Industrials | 500 | $2K | — | SOLD |
| 6832 | PUI | Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Utilities Momentum | — | 53 | $2K | — | SOLD |
| 6833 | — | ANEBULO PHARMACEUTICALS INC | — | 2,253 | $2K | — | SOLD |
| 6834 | OILK | PROSHARES K-1 FREE CRUDE OIL ETF | — | 61 | $2K | — | SOLD |
| 6835 | SOCL | GLOBAL X FUNDS GLOBAL X SOCIAL MEDIA ETF | — | 41 | $2K | — | SOLD |
| 6836 | QQQI | NEOS NASDAQ-100 HIGH INC ETF | — | 41 | $2K | — | SOLD |
| 6837 | TGEN | TECOGEN INC NEW | Industrials | 450 | $2K | — | SOLD |
| 6838 | PSCH | INVESCO S&P SMALLCAP HEALTH | — | 50 | $2K | — | SOLD |
| 6839 | VLN | VALENS SEMICONDUCTOR LTD | Technology | 1,541 | $2K | — | SOLD |
| 6840 | — | HUHUTECH INTL GROUP INC | — | 225 | $2K | — | 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%