Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6101 | GLSI | GREENWICH LIFESCIENCES INC | Healthcare | 2,677 | $56K | — | SOLD |
| 6102 | FPX | FIRST TRUST US EQUITY OPPORT | — | 342 | $56K | — | SOLD |
| 6103 | — | REPOSITRAK INC | — | 4,515 | $56K | — | SOLD |
| 6104 | — | CORE SCIENTIFIC INC NEW | — | 3,834 | $56K | — | SOLD |
| 6105 | — | CRESUD S A C I F Y A | — | 4,411 | $56K | — | SOLD |
| 6106 | QTUM | DEFIANCE QUANTUM ETF | — | 508 | $56K | — | SOLD |
| 6107 | USGO | US GOLDMINING INC | Basic Materials | 6,301 | $56K | — | SOLD |
| 6108 | PLX | PROTALIX BIOTHERAPEUTICS IN | Healthcare | 30,874 | $56K | — | SOLD |
| 6109 | HSAI | HESAI GROUP | Consumer Cyclical | 2,481 | $56K | — | SOLD |
| 6110 | FONR | FONAR CORP | Healthcare | 2,987 | $55K | — | SOLD |
| 6111 | SHAG | WSDMTREE YLD EN US ST AGG | — | 1,151 | $55K | — | SOLD |
| 6112 | UTEN | F/M US TREASURY 10 YEAR NOTE E | — | 1,252 | $55K | — | SOLD |
| 6113 | FINX | GLOBAL X FINTECH ETF | — | 1,865 | $55K | — | SOLD |
| 6114 | SYLD | CAMBRIA SHAREHOLDER YIELD ET | — | 789 | $55K | — | SOLD |
| 6115 | IVVD | INVIVYD INC | Healthcare | 22,161 | $55K | — | SOLD |
| 6116 | — | BROOKFIELD WEALTH SOL LTD | — | 1,187 | $55K | — | SOLD |
| 6117 | BMVP | INVESCO BLOOMBERG MVP MULTI- | — | 1,110 | $54K | — | SOLD |
| 6118 | JHEM | JOHN HANCOCK MULTI EM MRK ET | — | 1,641 | $54K | — | SOLD |
| 6119 | — | KEEN VISION ACQUISITION COR | — | 1,050,000 | $54K | — | SOLD |
| 6120 | IGPT | INVESCO AI AND NEXT GEN SOFT | — | 899 | $53K | — | 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%