Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6381 | XGN | EXAGEN INC | Healthcare | 3,905 | $24K | — | SOLD |
| 6382 | — | OPENDOOR TECHNOLOGIES INC | — | 45,416 | $24K | — | SOLD |
| 6383 | — | ENGENE HOLDINGS INC | — | 2,614 | $24K | — | SOLD |
| 6384 | CVY | INVESCO ZACKS MULTI-ASSET IN | — | 873 | $23K | — | SOLD |
| 6385 | CDC | VICTORYSHARES US EQ INCOME E | — | 355 | $23K | — | SOLD |
| 6386 | ACTU | ACTUATE THERAPEUTICS INC | Healthcare | 3,795 | $23K | — | SOLD |
| 6387 | UEIC | UNIVERSAL ELECTRS INC | Technology | 6,419 | $23K | — | SOLD |
| 6388 | UYG | PROSHARES ULTRA FINANCIALS | — | 250 | $23K | — | SOLD |
| 6389 | STIM | NEURONETICS INC | Healthcare | 16,576 | $23K | — | SOLD |
| 6390 | FPH | FIVE POINT HOLDINGS LLC | Real Estate | 4,091 | $23K | — | SOLD |
| 6391 | KRRO | KORRO BIO INC | Healthcare | 2,838 | $23K | — | SOLD |
| 6392 | XJH | ISHARES ESG SELECT SCREENED S& | — | 508 | $23K | — | SOLD |
| 6393 | — | TRAEGER INC | — | 21,017 | $23K | — | SOLD |
| 6394 | — | ATOSSA THERAPEUTICS INC | — | 38,067 | $22K | — | SOLD |
| 6395 | BSTP | INNOVATOR BUFF SU STRAT ETF | — | 604 | $22K | — | SOLD |
| 6396 | QVMM | INVESCO S&P MIDCAP 400 QVM M | — | 726 | $22K | — | SOLD |
| 6397 | EDD | MORGAN STANLEY EMRG MRK DOM | Financial Services | 4,100 | $22K | — | SOLD |
| 6398 | — | DEFI DEVELOPMENT CORP | — | 14,486 | $22K | — | SOLD |
| 6399 | VRM | VROOM INC | Consumer Cyclical | 1,105 | $22K | — | SOLD |
| 6400 | XBOC | INNOVATOR US EQY ACC 9 BUFF | — | 648 | $22K | — | 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%