Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 5961 | WGMI | COINSHARES BITCOIN MINING ETF | — | 1,970 | $75K | — | SOLD |
| 5962 | CRD-B | CRAWFORD & CO | — | 6,690 | $75K | — | SOLD |
| 5963 | BSVN | BANK7 CORP | Financial Services | 1,836 | $75K | — | SOLD |
| 5964 | FENC | FENNEC PHARMACEUTICALS INC | Healthcare | 9,771 | $75K | — | SOLD |
| 5965 | UTF | COHEN & STEERS INFRASTRUCTUR | Financial Services | 3,120 | $75K | — | SOLD |
| 5966 | GSSC | GOLDMAN SACHS ACTIVEBETA US | — | 992 | $75K | — | SOLD |
| 5967 | — | NEOGENOMICS INC | — | 84,000 | $75K | — | SOLD |
| 5968 | LVWR | LIVEWIRE GROUP INC | Consumer Cyclical | 16,954 | $75K | — | SOLD |
| 5969 | EVCM | EVERCOMMERCE INC | Technology | 6,180 | $75K | — | SOLD |
| 5970 | NPWR | NET POWER INC | Industrials | 32,809 | $75K | — | SOLD |
| 5971 | — CALL | BATH & BODY WORKS INC | — | 3,700 | $74K | — | SOLD |
| 5972 | SRBK | SR BANCORP INC | Financial Services | 4,709 | $74K | — | SOLD |
| 5973 | — | MEDIWOUND LTD | — | 4,013 | $74K | — | SOLD |
| 5974 | — | TORTOISE ENERGY FUND | — | 8,187 | $74K | — | SOLD |
| 5975 | RFFC | ALPS ACTIVE EQUITY OPPORTUNI | — | 1,103 | $74K | — | SOLD |
| 5976 | — | STEM INC | — | 4,914 | $74K | — | SOLD |
| 5977 | BAFE | BROWN FLEX EQUITY ETF | — | 2,705 | $74K | — | SOLD |
| 5978 | ESPO | VANECK VIDEOGAMING ESPORTS | — | 713 | $74K | — | SOLD |
| 5979 | BUFF | INNOVATOR LADDERED ALLOCATION | — | 1,481 | $74K | — | SOLD |
| 5980 | — | LOANDEPOT INC | — | 35,653 | $74K | — | 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%