Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6121 | — | NOVAVAX INC | — | 50,000 | $53K | — | SOLD |
| 6122 | KYN | KAYNE ANDERSON ENERGY INFRASTR | Financial Services | 4,294 | $53K | — | SOLD |
| 6123 | DFAR | DIMENSIONAL US REAL EST ETF | — | 2,281 | $53K | — | SOLD |
| 6124 | INCE | FRANKLIN INCOME EQUITY FOCUS | — | 867 | $53K | — | SOLD |
| 6125 | EWCZ | EUROPEAN WAX CTR INC | Consumer Defensive | 14,698 | $53K | — | SOLD |
| 6126 | OMEX | ODYSSEY MARINE EXPL INC | Industrials | 26,987 | $53K | — | SOLD |
| 6127 | SIEB | SIEBERT FINL CORP | Financial Services | 15,012 | $53K | — | SOLD |
| 6128 | — | BARK INC | — | 86,935 | $52K | — | SOLD |
| 6129 | PEW | GRABAGUN DIGITAL HLDGS INC | Industrials | 17,367 | $52K | — | SOLD |
| 6130 | PNBK | PATRIOT NATL BANCORP INC | Financial Services | 28,497 | $52K | — | SOLD |
| 6131 | JYNT | JOINT CORP | Healthcare | 5,939 | $52K | — | SOLD |
| 6132 | EPM | EVOLUTION PETE CORP | Energy | 14,573 | $52K | — | SOLD |
| 6133 | ANVS | ANNOVIS BIO INC | Healthcare | 14,900 | $52K | — | SOLD |
| 6134 | XTN | SS SPDR S&P TRANSPORT ETF | — | 564 | $52K | — | SOLD |
| 6135 | CHMI | CHERRY HILL MTG INVT CORP | Real Estate | 20,074 | $51K | — | SOLD |
| 6136 | FNOV | FT VEST US EQUITY BUFFER ETF - NOVEMBER | — | 932 | $51K | — | SOLD |
| 6137 | — | DOGNESS INTERNATIONAL CORP | — | 4,816 | $51K | — | SOLD |
| 6138 | — | CF BANKSHARES INC | — | 2,044 | $51K | — | SOLD |
| 6139 | ENIC | ENEL CHILE S.A. | Utilities | 12,676 | $51K | — | SOLD |
| 6140 | — | INHIBIKASE THERAPEUTICS INC | — | 24,849 | $51K | — | 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%