Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 5281 | TEO | TELECOM ARGENTINA SA | Communication Services | 24,245 | $281K | — | SOLD |
| 5282 | HUYA | HUYA INC | Communication Services | 97,395 | $280K | — | SOLD |
| 5283 | FLQS | FRANKLIN U.S. SMALL CAP MULT | — | 6,483 | $280K | — | SOLD |
| 5284 | UWMC | UWM HOLDINGS CORPORATION | Financial Services | 63,688 | $279K | — | SOLD |
| 5285 | — | INNOVATOR IBD 50 ETF | — | 7,994 | $278K | — | SOLD |
| 5286 | HGTY | HAGERTY INC | Financial Services | 20,676 | $278K | — | SOLD |
| 5287 | UNIY | WT VOYA YLD ENH USD UNIV BND | — | 5,660 | $278K | — | SOLD |
| 5288 | SMC | SUMMIT MIDSTREAM CORPORATIO | Energy | 10,397 | $277K | — | SOLD |
| 5289 | — | CRESCENT BIOPHARMA INC. | — | 23,339 | $277K | — | SOLD |
| 5290 | BAPR | INNOVATOR US EQ BUFFER APR | — | 5,733 | $275K | — | SOLD |
| 5291 | VFQY | VANGUARD U.S. QUALITY FACTOR | — | 1,790 | $275K | — | SOLD |
| 5292 | BJAN | INNOVATOR US EQ BUFFER-JAN | — | 4,946 | $272K | — | SOLD |
| 5293 | FDG | AMERICAN CENTURY FOCUSED DYN | — | 2,141 | $272K | — | SOLD |
| 5294 | — | STRATEGY INC | — | 3,446 | $271K | — | SOLD |
| 5295 | KOCT | Innovator U.S. Small Cap Power Buffer ETF - October | — | 8,058 | $271K | — | SOLD |
| 5296 | DIEM | FRANKLIN EMERGING MARKET COR | — | 8,072 | $271K | — | SOLD |
| 5297 | KIE | SS SPDR S&P INSURANCE ETF | — | 4,505 | $271K | — | SOLD |
| 5298 | SLDP | SOLID POWER INC | Industrials | 63,701 | $271K | — | SOLD |
| 5299 | JANT | ALLIANZIM US EQUITY BUFFER10 J | — | 6,563 | $271K | — | SOLD |
| 5300 | NC | NACCO INDS INC | Energy | 5,515 | $270K | — | 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%