Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6441 | NMRA | NEUMORA THERAPEUTICS INC. | Healthcare | 10,497 | $19K | — | SOLD |
| 6442 | AVMC | AVANTIS US MID CAP EQ ETF | — | 266 | $19K | — | SOLD |
| 6443 | GRPM | INVESCO S&P MIDCAP 400 GARP | — | 154 | $18K | — | SOLD |
| 6444 | UAPR | INNOVATOR US EQ ULTRA-APR | — | 562 | $18K | — | SOLD |
| 6445 | — CALL | BABCOCK & WILCOX ENTERPRISE | — | 2,900 | $18K | — | SOLD |
| 6446 | FTCA | FR CALIFORNIA MUNI INC ETF | — | 2,505 | $18K | — | SOLD |
| 6447 | XFOR | X4 PHARMACEUTICALS INC | Healthcare | 4,581 | $18K | — | SOLD |
| 6448 | BSTZ | BLACKROCK SCI & TECH TRM TR | Financial Services | 807 | $18K | — | SOLD |
| 6449 | TBLA | TABOOLA.COM LTD | Communication Services | 3,928 | $18K | — | SOLD |
| 6450 | — CALL | SABLE OFFSHORE CORP | — | 2,000 | $18K | — | SOLD |
| 6451 | HAUZ | XTRACKERS INTERNATIONAL REAL ESTATE ETF | — | 776 | $18K | — | SOLD |
| 6452 | PHI | PLDT INC | Communication Services | 826 | $18K | — | SOLD |
| 6453 | — | OPENDOOR TECHNOLOGIES INC | — | 44,565 | $18K | — | SOLD |
| 6454 | HEAL | GLOBAL X HEALTHTECH ETF | — | 606 | $18K | — | SOLD |
| 6455 | TPYP | TORTOISE NORTH AMERICAN PIPE | — | 500 | $18K | — | SOLD |
| 6456 | RCEL | AVITA MEDICAL INC | Healthcare | 5,085 | $18K | — | SOLD |
| 6457 | HYEM | VANECK EMERGING MARKETS HIGH Y | — | 877 | $17K | — | SOLD |
| 6458 | JXI | ISHARES GLOBAL UTILITIES ETF | — | 220 | $17K | — | SOLD |
| 6459 | KRP | KIMBELL RTY PARTNERS LP | Energy | 1,470 | $17K | — | SOLD |
| 6460 | TYG | TORTOISE ENERGY INFRASTRUCT | Financial Services | 416 | $17K | — | 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%