Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 5101 | — CALL | HUBSPOT INC | — | 1,000 | $401K | — | SOLD |
| 5102 | FLIA | FRANKLIN INTERNATIONAL AGGRE | — | 19,865 | $401K | — | SOLD |
| 5103 | — | NUTANIX INC | — | 356,000 | $401K | — | SOLD |
| 5104 | — | HARVARD AVE ACQUISITION COR | — | 40,000 | $400K | — | SOLD |
| 5105 | UCO | PROSHARES ULTRA BLOOMBERG CR | Financial Services | 20,711 | $400K | — | SOLD |
| 5106 | — | MILUNA ACQUISITION CORP | — | 40,000 | $400K | — | SOLD |
| 5107 | TE | T1 ENERGY INC | Industrials | 59,529 | $398K | — | SOLD |
| 5108 | — | NIQ GLOBAL INTELLIGENCE PLC | — | 24,109 | $398K | — | SOLD |
| 5109 | — | CMB.TECH NV | — | 41,170 | $397K | — | SOLD |
| 5110 | LWAY | LIFEWAY FOODS INC | Consumer Defensive | 16,380 | $397K | — | SOLD |
| 5111 | PICK | ISHARES MSCI GLOBAL METALS & | — | 7,712 | $396K | — | SOLD |
| 5112 | CRNT | CERAGON NETWORKS LTD | Technology | 188,297 | $395K | — | SOLD |
| 5113 | — | PELOTON INTERACTIVE INC | — | 400,000 | $394K | — | SOLD |
| 5114 | LXFR | LUXFER HLDGS PLC | Industrials | 28,977 | $392K | — | SOLD |
| 5115 | GAU | GALIANO GOLD INC | Basic Materials | 154,710 | $391K | — | SOLD |
| 5116 | CSHP | ISHARES ENHANCED SHORT-TERM BO | — | 3,942 | $390K | — | SOLD |
| 5117 | — | CRACKER BARREL OLD CTRY STO | — | 399,000 | $389K | — | SOLD |
| 5118 | PDFS | PDF SOLUTIONS INC | Technology | 13,596 | $388K | — | SOLD |
| 5119 | FCOM | FIDELITY MSC! COMMUNICATION SERVICES INDEX ETF | — | 5,273 | $386K | — | SOLD |
| 5120 | EWD | ISHARES MSCI SWEDEN ETF | — | 7,835 | $386K | — | 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%