Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 5841 | GRRR | GORILLA TECHNOLOGY GROUP IN | Technology | 8,694 | $95K | — | SOLD |
| 5842 | FSP | FRANKLIN STR PPTYS CORP | Real Estate | 100,171 | $95K | — | SOLD |
| 5843 | LRMR | LARIMAR THERAPEUTICS INC | Healthcare | 24,864 | $95K | — | SOLD |
| 5844 | BUFG | FT VEST BUFFERED ALLOCATION GROWTH ETF | — | 3,427 | $94K | — | SOLD |
| 5845 | CFFI | C & F FINL CORP | Financial Services | 1,297 | $94K | — | SOLD |
| 5846 | ASLE | AERSALE CORPORATION | Industrials | 13,186 | $94K | — | SOLD |
| 5847 | PAL | PROFICIENT AUTO LOGISTICS I | Industrials | 9,679 | $93K | — | SOLD |
| 5848 | EBMT | EAGLE BANCORP MONT INC | Financial Services | 4,686 | $93K | — | SOLD |
| 5849 | LE | LANDS END INC NEW | Consumer Cyclical | 6,413 | $93K | — | SOLD |
| 5850 | FHTX | FOGHORN THERAPEUTICS INC | Healthcare | 17,219 | $93K | — | SOLD |
| 5851 | EFSI | EAGLE FINL SVCS INC | Financial Services | 2,333 | $93K | — | SOLD |
| 5852 | — | COMSTOCK INC | — | 24,682 | $93K | — | SOLD |
| 5853 | ACU | ACME UTD CORP | Consumer Defensive | 2,297 | $93K | — | SOLD |
| 5854 | GWX | SPDR S&P INTL SMALL CAP | — | 2,260 | $92K | — | SOLD |
| 5855 | CD | CHAINCE DIGITAL HOLDINGS IN | Technology | 18,561 | $92K | — | SOLD |
| 5856 | USAU | U S GOLD CORP | Basic Materials | 4,744 | $92K | — | SOLD |
| 5857 | PCYO | PURE CYCLE CORP | Utilities | 8,326 | $92K | — | SOLD |
| 5858 | WALD | WALDENCAST PLC | Technology | 48,434 | $91K | — | SOLD |
| 5859 | PSMD | PACER SWAN SOS MODERATE JANUARY | — | 2,803 | $91K | — | SOLD |
| 5860 | CPSS | CONSUMER PORTFOLIO SVCS INC | Financial Services | 9,730 | $91K | — | 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%