Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 5861 | DFSI | DIMENSIONAL INT SUS COR1 ETF | — | 2,116 | $91K | — | SOLD |
| 5862 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 1,322 | $90K | — | SOLD |
| 5863 | RWX | SPDR DR INTERNATIONAL RL EST | — | 3,227 | $90K | — | SOLD |
| 5864 | AARD | AARDVARK THERAPEUTICS INC | Healthcare | 6,883 | $90K | — | SOLD |
| 5865 | PESI | PERMA-FIX ENVIRONMENTAL SVC | Industrials | 7,140 | $90K | — | SOLD |
| 5866 | — | SANUWAVE HEALTH INC | — | 3,007 | $90K | — | SOLD |
| 5867 | EXFY | EXPENSIFY INC | Technology | 59,362 | $90K | — | SOLD |
| 5868 | — | AELUMA INC | — | 5,206 | $89K | — | SOLD |
| 5869 | OPRA | OPERA LTD | Communication Services | 6,312 | $89K | — | SOLD |
| 5870 | NNDM | NANO DIMENSION LTD | Technology | 57,547 | $89K | — | SOLD |
| 5871 | — | FIRST SVGS FINL GROUP INC | — | 2,781 | $89K | — | SOLD |
| 5872 | BRZU | DIREXION DAILY MSCI BRAZIL BUL | — | 1,108 | $88K | — | SOLD |
| 5873 | PEO | ADAMS NATURAL RESOURCES FUND I | Financial Services | 4,060 | $88K | — | SOLD |
| 5874 | FBYD | FALCONS BEYOND GLOBAL INC | Industrials | 5,877 | $88K | — | SOLD |
| 5875 | ELD | WISDOMTREE EMRG MKTS DEBT | — | 3,020 | $88K | — | SOLD |
| 5876 | — CALL | RANGE RES CORP | — | 2,500 | $88K | — | SOLD |
| 5877 | USNA | USANA HEALTH SCIENCES INC | Consumer Defensive | 4,489 | $88K | — | SOLD |
| 5878 | PINE | ALPINE INCOME PPTY TR INC | Real Estate | 5,267 | $88K | — | SOLD |
| 5879 | HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | — | 2,386 | $88K | — | SOLD |
| 5880 | OSCV | OPUS SMALL CAP VALUE ETF | — | 2,374 | $88K | — | 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%