Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6841 | GRX | GABELLI HEALTHCARE & WELL | Financial Services | 225 | $2K | — | SOLD |
| 6842 | CSTE | CAESARSTONE LTD | Industrials | 1,164 | $2K | — | SOLD |
| 6843 | GRWG | GROWGENERATION CORP | Consumer Cyclical | 1,441 | $2K | — | SOLD |
| 6844 | SHIM | SHIMMICK CORPORATION | Industrials | 730 | $2K | — | SOLD |
| 6845 | MXI | ISHARES GLOBAL MATERIALS ETF | — | 22 | $2K | — | SOLD |
| 6846 | INTT | INTEST CORP | Technology | 282 | $2K | — | SOLD |
| 6847 | LZMH | LZ TECHNOLOGY HLDGS LTD | Technology | 1,259 | $2K | — | SOLD |
| 6848 | CNTY | CENTURY CASINOS INC | Consumer Cyclical | 1,555 | $2K | — | SOLD |
| 6849 | GUTS | FRACTYL HEALTH INC | Healthcare | 934 | $2K | — | SOLD |
| 6850 | — PUT | BEYOND MEAT INC | — | 2,500 | $2K | — | SOLD |
| 6851 | DIVZ | OPAL DIVIDEND INC ETF | — | 56 | $2K | — | SOLD |
| 6852 | — | ACTINIUM PHARMACEUTICALS IN | — | 1,494 | $2K | — | SOLD |
| 6853 | — | EATON VANCE T/M GLBL BUY-WR | — | 220 | $2K | — | SOLD |
| 6854 | TDTF | FLEXSHARES IBOXX 5-YEAR TARG | — | 84 | $2K | — | SOLD |
| 6855 | KAPR | Innovator U.S. Small Cap Power Buffer ETF - April | — | 57 | $2K | — | SOLD |
| 6856 | OGIG | ALPS OSHARES GLOBAL INTERNET | — | 38 | $2K | — | SOLD |
| 6857 | UDEC | Innovator U.S. Equity Ultra Buffer ETF - December | — | 50 | $2K | — | SOLD |
| 6858 | ATER | ATERIAN INC | Consumer Cyclical | 2,784 | $2K | — | SOLD |
| 6859 | PGF | INVESCO FINANCIAL PREFERRED | — | 136 | $2K | — | SOLD |
| 6860 | — | MGP INGREDIENTS INC NEW | — | 2,000 | $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%