Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6261 | — CALL | CELSIUS HLDGS INC | — | 800 | $37K | — | SOLD |
| 6262 | REMG | RUSSELL INVESTMENTS EMERGING MARKETS EQUITY ETF | — | 1,231 | $36K | — | SOLD |
| 6263 | GYRE | GYRE THERAPEUTICS INC | Healthcare | 5,113 | $36K | — | SOLD |
| 6264 | — PUT | WHIRLPOOL CORP | — | 500 | $36K | — | SOLD |
| 6265 | PMTS | CPI CARD GROUP INC | Financial Services | 2,449 | $36K | — | SOLD |
| 6266 | LGCY | LEGACY ED INC | Consumer Defensive | 3,511 | $36K | — | SOLD |
| 6267 | — | NUVEEN S&P 500 BUY-WR INC | — | 2,428 | $36K | — | SOLD |
| 6268 | — | FT NSDQ 100 CN BUFF ETF-JUL | — | 1,500 | $36K | — | SOLD |
| 6269 | CIG | CIA ENERGETICA DE MINAS GER | Utilities | 17,727 | $35K | — | SOLD |
| 6270 | — PUT | RALPH LAUREN CORP | — | 100 | $35K | — | SOLD |
| 6271 | MPX | MARINE PRODS CORP | Consumer Cyclical | 4,034 | $35K | — | SOLD |
| 6272 | DH | DEFINITIVE HEALTHCARE CORP | Healthcare | 12,248 | $35K | — | SOLD |
| 6273 | DSTX | DISTILLATE INTERNATIONAL FUN | — | 1,104 | $35K | — | SOLD |
| 6274 | UGA | UNITED STATES GAS FUND LP | Financial Services | 566 | $35K | — | SOLD |
| 6275 | AFRI | FORAFRIC GLOBAL PLC | Consumer Defensive | 3,167 | $35K | — | SOLD |
| 6276 | MKTW | MARKETWISE INC | Technology | 2,319 | $35K | — | SOLD |
| 6277 | FNGD | MICROSECTORS FANG INDEX -3X INVERSE LEVERAGED ETNS DUE JANUARY 8, 2038 | Financial Services | 6,600 | $35K | — | SOLD |
| 6278 | — | BLOOM ENERGY CORP | — | 35,000 | $35K | — | SOLD |
| 6279 | FLCG | FED HERMES LARGE CAP GROWTH | — | 1,049 | $35K | — | SOLD |
| 6280 | EPU | ISHARES MSCI PERU & GLOBAL EXPOSURE ETF | — | 477 | $35K | — | 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%