Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 5381 | XYF | X FINL | Financial Services | 42,058 | $236K | — | SOLD |
| 5382 | FULC | FULCRUM THERAPEUTICS INC | Healthcare | 20,789 | $235K | — | SOLD |
| 5383 | UDOW | PROSHARES ULTRAPRO DOW30 | — | 4,058 | $235K | — | SOLD |
| 5384 | — | ASCENT INDUSTRIES CO | — | 14,503 | $235K | — | SOLD |
| 5385 | QQQJ | INVESCO NASDAQ NEXT GEN 100 | — | 6,363 | $234K | — | SOLD |
| 5386 | SKYT | SKYWATER TECHNOLOGY INC | Technology | 12,902 | $234K | — | SOLD |
| 5387 | TZA | DIREXION DLY SM CAP BEAR 3X | — | 31,095 | $234K | — | SOLD |
| 5388 | BZAI | BLAIZE HLDGS INC | Technology | 119,493 | $233K | — | SOLD |
| 5389 | ABAT | AMERICAN BATTERY TECHNOLOGY | Basic Materials | 69,676 | $233K | — | SOLD |
| 5390 | — | TRUECAR INC | — | 102,637 | $232K | — | SOLD |
| 5391 | BITB | BITWISE BITCOIN ETF | Financial Services | 4,872 | $232K | — | SOLD |
| 5392 | ACNB | ACNB CORP | Financial Services | 4,792 | $232K | — | SOLD |
| 5393 | JULZ | TS STR OUTCOME JUL ETF | — | 5,497 | $232K | — | SOLD |
| 5394 | CPSJ | CALAMOS S&P 500 SAP ETF JULY | — | 8,600 | $231K | — | SOLD |
| 5395 | EVTR | EATON VANCE TOTAL RETURN | — | 4,481 | $231K | — | SOLD |
| 5396 | BRBS | BLUE RIDGE BANKSHARES INC V | Financial Services | 54,044 | $231K | — | SOLD |
| 5397 | IWLG | NYLI WINSLOW LARGE CAP GROWTH | — | 4,248 | $230K | — | SOLD |
| 5398 | GTIP | GOLDMAN SACHS ACCESS INFLATI | — | 4,675 | $230K | — | SOLD |
| 5399 | BBAR | BANCO BBVA ARGENTINA S A | Financial Services | 12,692 | $229K | — | SOLD |
| 5400 | — | GORES HLDGS X INC | — | 246,000 | $229K | — | 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%