Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6901 | JEDI | DEFIANCE DRONE & MOD WAR ETF | — | 55 | $1K | — | SOLD |
| 6902 | KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | — | 27 | $1K | — | SOLD |
| 6903 | — | ZSPACE INC | — | 2,814 | $1K | — | SOLD |
| 6904 | — | EXODUS MOVEMENT INC | — | 89 | $1K | — | SOLD |
| 6905 | HOWL | WEREWOLF THERAPEUTICS INC | Healthcare | 2,072 | $1K | — | SOLD |
| 6906 | — | HARVARD BIOSCIENCE INC | — | 1,960 | $1K | — | SOLD |
| 6907 | — | SUNRUN INC | — | 2,000 | $1K | — | SOLD |
| 6908 | STTK | SHATTUCK LABS INC | Healthcare | 343 | $1K | — | SOLD |
| 6909 | SEIQ | SEI ENHANCED US LARGE CAP QU | — | 32 | $1K | — | SOLD |
| 6910 | — | APPLIED THERAPEUTICS INC | — | 12,064 | $1K | — | SOLD |
| 6911 | — | ZJK INDL CO. LTD. | — | 600 | $1K | — | SOLD |
| 6912 | BEAT | HEARTBEAM INC | Healthcare | 500 | $1K | — | SOLD |
| 6913 | AGEN | AGENUS INC | Healthcare | 382 | $1K | — | SOLD |
| 6914 | CDNL | CARDINAL INFRASTRUCTURE GRO | Industrials | 49 | $1K | — | SOLD |
| 6915 | — | BONK INC | — | 457 | $1K | — | SOLD |
| 6916 | RAND | RAND CAP CORP | Financial Services | 101 | $1K | — | SOLD |
| 6917 | IMDX | INSIGHT MOLECULAR DIA INC | Healthcare | 154 | $1K | — | SOLD |
| 6918 | ECC | EAGLE POINT CREDIT CO INC | Financial Services | 200 | $1K | — | SOLD |
| 6919 | — | MOGO INC | — | 1,073 | $1K | — | SOLD |
| 6920 | BEEM | BEAM GLOBAL | Energy | 753 | $1K | — | 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%