Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6281 | UNB | UNION BANKSHARES INC | Financial Services | 1,454 | $35K | — | SOLD |
| 6282 | WRD | WERIDE INC | Technology | 3,970 | $34K | — | SOLD |
| 6283 | SGML | SIGMA LITHIUM CORPORATION | Basic Materials | 2,605 | $34K | — | SOLD |
| 6284 | LHAI | LINKHOME HLDGS INC | Real Estate | 4,493 | $34K | — | SOLD |
| 6285 | PEPG | PEPGEN INC | Healthcare | 5,241 | $34K | — | SOLD |
| 6286 | RFG | INVESCO S&P MIDCAP 400 PURE | — | 650 | $34K | — | SOLD |
| 6287 | — | SYNCHRONOSS TECHNOLOGIES IN | — | 3,974 | $34K | — | SOLD |
| 6288 | AGOX | ADAPTIVE ALPHA OPPORTUNITIES E | — | 1,191 | $34K | — | SOLD |
| 6289 | VHI | VALHI INC NEW | Basic Materials | 2,817 | $34K | — | SOLD |
| 6290 | ELDN | ELEDON PHARMACEUTICALS INC | Healthcare | 22,442 | $34K | — | SOLD |
| 6291 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION- PROTECTED BOND ETF | — | 860 | $34K | — | SOLD |
| 6292 | MYO | MYOMO INC | Healthcare | 37,139 | $34K | — | SOLD |
| 6293 | — | STRIVE INC | — | 45,560 | $34K | — | SOLD |
| 6294 | — CALL | VANGUARD INDEX FDS | — | 100 | $34K | — | SOLD |
| 6295 | IBDV | ISHARES IBONDS DEC 2030 CORP | — | 1,515 | $33K | — | SOLD |
| 6296 | TCRX | TSCAN THERAPEUTICS INC | Healthcare | 33,349 | $33K | — | SOLD |
| 6297 | — | HARTFORD LRG CAP GRWTH ETF | — | 1,221 | $33K | — | SOLD |
| 6298 | ARAY | ACCURAY INC | Healthcare | 40,306 | $33K | — | SOLD |
| 6299 | GGUS | GOLDMAN SS MB RL 1000 GE ETF | — | 521 | $33K | — | SOLD |
| 6300 | CGIC | CAP GROUP INTL CORE EQ | — | 1,020 | $33K | — | 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%