Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6301 | AEYE | AUDIOEYE INC | Technology | 3,301 | $33K | — | SOLD |
| 6302 | LFVN | LIFEVANTAGE CORP | Consumer Defensive | 5,353 | $33K | — | SOLD |
| 6303 | — CALL | GE HEALTHCARE TECHNOLOGIES | — | 400 | $33K | — | SOLD |
| 6304 | — CALL | UIPATH INC | — | 2,000 | $33K | — | SOLD |
| 6305 | — PUT | UIPATH INC | — | 2,000 | $33K | — | SOLD |
| 6306 | ONEY | SS SPDR R1000 YIELD FOC ETF | — | 286 | $32K | — | SOLD |
| 6307 | FTXR | FIRST TRUST NASDAQ TRANSPORT | — | 837 | $32K | — | SOLD |
| 6308 | MILN | GLOBAL X FUNDS GLOBAL X MILL | — | 691 | $32K | — | SOLD |
| 6309 | AVIV | AVANTIS INT LRG CAP VAL ETF | — | 455 | $32K | — | SOLD |
| 6310 | — | FITLIFE BRANDS INC | — | 1,992 | $32K | — | SOLD |
| 6311 | — CALL | SHERWIN WILLIAMS CO | — | 100 | $32K | — | SOLD |
| 6312 | PNOV | Innovator U.S. Equity Power Buffer ETF - November | — | 772 | $32K | — | SOLD |
| 6313 | — | ABRDN ASIA-PACIFIC INCOME | — | 2,082 | $32K | — | SOLD |
| 6314 | QMOM | ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF | — | 486 | $32K | — | SOLD |
| 6315 | ARTY | ISHARES FUTURE AI & TECH ETF | — | 655 | $32K | — | SOLD |
| 6316 | — | SPDR S&P EMERGING ASIA PACIF | — | 227 | $32K | — | SOLD |
| 6317 | — | HYCROFT MINING HOLDING CORP | — | 1,324 | $31K | — | SOLD |
| 6318 | FTGS | FIRST TRUST GRWTH STRGTH ETF | — | 886 | $31K | — | SOLD |
| 6319 | LAKE | LAKELAND INDS INC | Consumer Cyclical | 3,538 | $31K | — | SOLD |
| 6320 | FSIG | FT LTD DURATION INV GRADE | — | 1,624 | $31K | — | 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%