Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6981 | ZYBT | ZHENGYE BIOTECHNOLOGY HLDG | Healthcare | 457 | $526.0 | — | SOLD |
| 6982 | — | OFFERPAD SOLUTIONS INC | — | 435 | $526.0 | — | SOLD |
| 6983 | — | XOS INC | — | 133,332 | $520.0 | — | SOLD |
| 6984 | PROV | PROVIDENT FINL HLDGS INC | Financial Services | 32 | $509.0 | — | SOLD |
| 6985 | BITO | PROSHARES BITCOIN ETF | — | 40 | $486.0 | — | SOLD |
| 6986 | — | BANZAI INTERNATIONAL INC | — | 500 | $483.0 | — | SOLD |
| 6987 | IMA | IMAGENEBIO INC | Healthcare | 70 | $483.0 | — | SOLD |
| 6988 | BLTE | BELITE BIO INC | Healthcare | 3 | $480.0 | — | SOLD |
| 6989 | BYSI | BEYONDSPRING INC | Healthcare | 294 | $479.0 | — | SOLD |
| 6990 | TXMD | THERAPEUTICSMD INC | Healthcare | 293 | $477.0 | — | SOLD |
| 6991 | TSQ | TOWNSQUARE MEDIA INC | Communication Services | 92 | $473.0 | — | SOLD |
| 6992 | MNSO | MINISO GROUP HLDG LTD | Consumer Cyclical | 25 | $469.0 | — | SOLD |
| 6993 | EAF | GRAFTECH INTL LTD | Industrials | 30 | $465.0 | — | SOLD |
| 6994 | SNOA | SONOMA PHARMACEUTICALS INC | Healthcare | 121 | $440.0 | — | SOLD |
| 6995 | BUFQ | FT VEST LADDERED NASDAQ BUFFER | — | 12 | $438.0 | — | SOLD |
| 6996 | LVLU | LULUS FASHION LOUNGE HOLDIN | Consumer Cyclical | 84 | $438.0 | — | SOLD |
| 6997 | TASK | TASKUS INC | Technology | 37 | $436.0 | — | SOLD |
| 6998 | URTY | PROSHARES ULTRAPRO RUSS2000 | — | 8 | $425.0 | — | SOLD |
| 6999 | KLRS | KALARIS THERAPEUTICS INC | Healthcare | 50 | $422.0 | — | SOLD |
| 7000 | BITX | 2X BITCOIN STRATEGY ETF | — | 15 | $416.0 | — | 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%