Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6921 | RFEM | FIRST TRUST RIVERFRONT DYNAM | — | 14 | $1K | — | SOLD |
| 6922 | — | XMAX INC | — | 183 | $1K | — | SOLD |
| 6923 | — | SUNCAR TECHNOLOGY GROUP INC | — | 543 | $1K | — | SOLD |
| 6924 | QTTB | Q32 BIO INC | Healthcare | 324 | $1K | — | SOLD |
| 6925 | YRD | YIREN DIGITAL LTD | Financial Services | 274 | $1K | — | SOLD |
| 6926 | TLYS | TILLYS INC | Consumer Cyclical | 502 | $999.0 | — | SOLD |
| 6927 | SARK | TRADR 1X SHORT INNOVATION DAIL | — | 33 | $998.0 | — | SOLD |
| 6928 | — PUT | SOUNDHOUND AI INC | — | 100 | $997.0 | — | SOLD |
| 6929 | HTD | JOHN HANCOCK TAX ADV DVD INC | Financial Services | 42 | $994.0 | — | SOLD |
| 6930 | — | BITFARMS LTD | — | 414 | $973.0 | — | SOLD |
| 6931 | IMAY | INNOV INTL DEV PB ETF - MAY | — | 32 | $957.0 | — | SOLD |
| 6932 | SCM | STELLUS CAP INVT CORP | Financial Services | 75 | $951.0 | — | SOLD |
| 6933 | — CALL | ADVISORSHARES TR | — | 200 | $944.0 | — | SOLD |
| 6934 | DTI | DRILLING TOOLS INTL CORP | Energy | 382 | $936.0 | — | SOLD |
| 6935 | — | ALT5 SIGMA CORP | — | 850 | $935.0 | — | SOLD |
| 6936 | — CALL | B. RILEY FINANCIAL INC | — | 200 | $934.0 | — | SOLD |
| 6937 | THM | INTERNATIONAL TOWER HILL MI | Basic Materials | 500 | $930.0 | — | SOLD |
| 6938 | — | EON RESOURCES INC | — | 19,500 | $926.0 | — | SOLD |
| 6939 | — | TRX GOLD CORPORATION | — | 1,000 | $921.0 | — | SOLD |
| 6940 | XDTE | ROUNDHI S&P 500 0DTE CCS ETF | — | 23 | $912.0 | — | 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%