Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6861 | GOOS | CANADA GOOSE HLDGS INC | Consumer Cyclical | 148 | $2K | — | SOLD |
| 6862 | — | MDXHEALTH SA | — | 536 | $2K | — | SOLD |
| 6863 | CUSD | CROSSINGBRIDGE PRE-MERGER SP | — | 100 | $2K | — | SOLD |
| 6864 | — | LIBERTY GLOBAL LTD | — | 161 | $2K | — | SOLD |
| 6865 | — | WHEELS UP EXPERIENCE INC | — | 2,854 | $2K | — | SOLD |
| 6866 | — | BINGEX LTD | — | 580 | $2K | — | SOLD |
| 6867 | NEOV | NEOVOLTA INC | Industrials | 603 | $2K | — | SOLD |
| 6868 | MMSC | FIRST TRUST MULTI-MANAGER SM | — | 76 | $2K | — | SOLD |
| 6869 | NUV | NUVEEN MUNICIPAL VALUE | Financial Services | 200 | $2K | — | SOLD |
| 6870 | TDTT | FLEXSHARES IBOXX 3-YEAR TARG | — | 75 | $2K | — | SOLD |
| 6871 | MCR | MFS CHARTER INCOME TRUST | Financial Services | 285 | $2K | — | SOLD |
| 6872 | IVVB | ISHARES LARGE CAP DEEP QUARTER | — | 54 | $2K | — | SOLD |
| 6873 | ZEO | ZEO ENERGY CORP | Energy | 1,612 | $2K | — | SOLD |
| 6874 | — CALL | WERIDE INC | — | 200 | $2K | — | SOLD |
| 6875 | SSYS | STRATASYS LTD | Technology | 198 | $2K | — | SOLD |
| 6876 | PROK | PROKIDNEY CORP | Healthcare | 756 | $2K | — | SOLD |
| 6877 | — | NANO LABS LTD | — | 537 | $2K | — | SOLD |
| 6878 | RYLD | GLOBAL X RUSSELL 2000 COV CL | — | 110 | $2K | — | SOLD |
| 6879 | STCE | SCHWAB CRYPTO THEMATIC ETF | — | 28 | $2K | — | SOLD |
| 6880 | — | RYTHM INC | — | 78 | $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%