Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 5581 | LCNB | LCNB CORP | Financial Services | 9,478 | $155K | — | SOLD |
| 5582 | LTBR | LIGHTBRIDGE CORP | Industrials | 12,288 | $155K | — | SOLD |
| 5583 | EML | EASTERN CO | Industrials | 7,877 | $155K | — | SOLD |
| 5584 | HEDG | EQUABLE SHARES HDG EQTY ETF | — | 5,284 | $155K | — | SOLD |
| 5585 | VTES | VANGUARD SH TERM TAX-EX BOND | — | 1,522 | $155K | — | SOLD |
| 5586 | — | GSR IV ACQUISITION CORP | — | 15,000 | $154K | — | SOLD |
| 5587 | — | DUNE ACQUISITION CORP II | — | 15,000 | $154K | — | SOLD |
| 5588 | SPXU | PROSH ULTRAPRO SHORT S&P 500 | — | 3,097 | $154K | — | SOLD |
| 5589 | TPZ | TORTOISE ESSENTIAL ENERGY FUND | — | 7,536 | $154K | — | SOLD |
| 5590 | — | AA MISSION ACQUISITION CORP | — | 900,000 | $153K | — | SOLD |
| 5591 | SMWB | SIMILARWEB LTD | Communication Services | 20,249 | $152K | — | SOLD |
| 5592 | LENZ | LENZ THERAPEUTICS INC | Healthcare | 9,465 | $151K | — | SOLD |
| 5593 | SHOC | SHOC US SEMICON EQUITY ETF | — | 2,200 | $151K | — | SOLD |
| 5594 | — | POLESTAR AUTOMOTIVE HLDG UK | — | 7,028 | $150K | — | SOLD |
| 5595 | — | LEAPFROG ACQUISITION CORP | — | 15,000 | $150K | — | SOLD |
| 5596 | NEAR | iShares Short Duration Bond | — | 2,928 | $150K | — | SOLD |
| 5597 | FAUG | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | — | 2,826 | $150K | — | SOLD |
| 5598 | EVI | EVI INDS INC | Industrials | 6,072 | $150K | — | SOLD |
| 5599 | SNFCA | SECURITY NATL FINL CORP | Financial Services | 16,532 | $149K | — | SOLD |
| 5600 | — | VOX ROYALTY CORP | — | 31,395 | $149K | — | 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%