Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6141 | ALEC | ALECTOR INC | Healthcare | 32,623 | $51K | — | SOLD |
| 6142 | FXB | INVESCO CURRENCYSHARES BRITISH POUND | Financial Services | 392 | $51K | — | SOLD |
| 6143 | — CALL | AGNICO EAGLE MINES LTD | — | 300 | $51K | — | SOLD |
| 6144 | — | CADRENAL THERAPEUTICS INC | — | 7,500 | $51K | — | SOLD |
| 6145 | FXN | FIRST TRUST ENERGY ALPHADEX | — | 3,078 | $51K | — | SOLD |
| 6146 | FNX | FIRST TRUST MID CAP CORE ALP | — | 401 | $51K | — | SOLD |
| 6147 | MERC | MERCER INTL INC | Basic Materials | 25,380 | $50K | — | SOLD |
| 6148 | SLND | SOUTHLAND HLDGS INC | Industrials | 15,101 | $50K | — | SOLD |
| 6149 | TMB | THORNBURG MULTI SECTOR B ETF | — | 1,953 | $50K | — | SOLD |
| 6150 | LYEL | LYELL IMMUNOPHARMA INC | Healthcare | 1,616 | $50K | — | SOLD |
| 6151 | EWJV | ISHARES MSCI JAPAN VALUE ETF | — | 1,250 | $50K | — | SOLD |
| 6152 | MBOX | FREEDOM DAY DIVIDEND ETF | — | 1,418 | $50K | — | SOLD |
| 6153 | SDOG | ALPS SECTOR DIVIDEND DOGS | — | 819 | $50K | — | SOLD |
| 6154 | IGLD | FT VEST GOLD STRATEGY TARGET INCOME ETF | — | 1,975 | $49K | — | SOLD |
| 6155 | ORMP | ORAMED PHARMACEUTICALS INC | Healthcare | 17,278 | $49K | — | SOLD |
| 6156 | — | VENTYX BIOSCIENCES INC | — | 5,449 | $49K | — | SOLD |
| 6157 | GAMB | GAMBLING COM GROUP LIMITED | Consumer Cyclical | 9,000 | $49K | — | SOLD |
| 6158 | ROE | AST US EQ WGT QLTY KINGS ETF | — | 1,393 | $49K | — | SOLD |
| 6159 | — | NEXTNRG INC | — | 33,770 | $49K | — | SOLD |
| 6160 | — CALL | V F CORP | — | 2,700 | $49K | — | 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%