Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6361 | — | BIOMX INC | — | 14,135 | $26K | — | SOLD |
| 6362 | EEX | EMERALD HOLDING INC | Communication Services | 5,905 | $26K | — | SOLD |
| 6363 | XUSP | INNOVATOR UNCAPPED ACC US EQ | — | 555 | $26K | — | SOLD |
| 6364 | — | MSC INCOME FUND INC | — | 1,990 | $26K | — | SOLD |
| 6365 | — | CENTRAIS ELET BRAS SA | — | 2,774 | $26K | — | SOLD |
| 6366 | — CALL | JETBLUE AWYS CORP | — | 5,700 | $26K | — | SOLD |
| 6367 | ARL | AMERICAN RLTY INVS INC | Real Estate | 1,608 | $26K | — | SOLD |
| 6368 | USDU | WISDOMTREE BBG USD BULLISH | — | 1,000 | $26K | — | SOLD |
| 6369 | DMA | DESTRA MULTI-ALTERNATIVE | Financial Services | 2,848 | $26K | — | SOLD |
| 6370 | SLVP | ISHARES MSCI GLOBAL SILVER AND METALS MINERS ETF | — | 743 | $25K | — | SOLD |
| 6371 | CLM | CORNERSTONE STRATEGIC INVESTME | Financial Services | 3,032 | $25K | — | SOLD |
| 6372 | ISPR | ISPIRE TECHNOLOGY INC | Consumer Defensive | 8,873 | $25K | — | SOLD |
| 6373 | GRNY | FUNDSTR GRAN SH US LRG CAP | — | 995 | $25K | — | SOLD |
| 6374 | CRF | CORNERSTONE TOTAL RETURN | Financial Services | 3,055 | $24K | — | SOLD |
| 6375 | AGRO | ADECOAGRO S A | Consumer Defensive | 3,080 | $24K | — | SOLD |
| 6376 | CV | CAPSOVISION INC | Healthcare | 2,277 | $24K | — | SOLD |
| 6377 | IAUX | I-80 GOLD CORP | Basic Materials | 16,592 | $24K | — | SOLD |
| 6378 | PICB | INVESCO INTERNATIONAL CORPORATE BO | — | 1,007 | $24K | — | SOLD |
| 6379 | MENS | JYONG BIOTECH LTD | Healthcare | 6,051 | $24K | — | SOLD |
| 6380 | — CALL | WINGSTOP INC | — | 100 | $24K | — | 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%