Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6501 | ISRA | VANECK ISRAEL ETF | — | 250 | $15K | — | SOLD |
| 6502 | KNO | AXS KNOWLEDGE LEADERS ETF | — | 284 | $15K | — | SOLD |
| 6503 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | — | 552 | $14K | — | SOLD |
| 6504 | ULBI | ULTRALIFE CORP | Industrials | 2,492 | $14K | — | SOLD |
| 6505 | — | TRIVAGO N V | — | 4,835 | $14K | — | SOLD |
| 6506 | — CALL | SOUNDHOUND AI INC | — | 1,400 | $14K | — | SOLD |
| 6507 | GDV | GABELLI DIVIDEND & INCOME TR | Financial Services | 498 | $14K | — | SOLD |
| 6508 | JUNT | ALLIANZIM US EQUITY BUFFER10 J | — | 380 | $14K | — | SOLD |
| 6509 | INDY | ISHARES INDIA 50 ETF | — | 278 | $14K | — | SOLD |
| 6510 | AIRS | AIRSCULPT TECHNOLOGIES INC | Healthcare | 6,914 | $14K | — | SOLD |
| 6511 | KNCT | INVESCO NEXT GEN CONNECTIVIT | — | 102 | $14K | — | SOLD |
| 6512 | AMWL | AMERICAN WELL CORP | Healthcare | 2,774 | $14K | — | SOLD |
| 6513 | WOMN | IMPACT SHARES WOMEN'S EMPOWERM | — | 327 | $14K | — | SOLD |
| 6514 | FKU | FIRST TRUST UNITED KINGDOM | — | 265 | $13K | — | SOLD |
| 6515 | XLSR | SS US SECTOR ROTATION | — | 216 | $13K | — | SOLD |
| 6516 | IHY | VANECK INT HIGH YIELD BOND | — | 608 | $13K | — | SOLD |
| 6517 | DUBS | APTUS LG CAP ENH YIELD ETF | — | 353 | $13K | — | SOLD |
| 6518 | NEON | NEONODE INC | Technology | 7,595 | $13K | — | SOLD |
| 6519 | PREF | PRINCIPAL SPECTRUM PREFERRED A | — | 686 | $13K | — | SOLD |
| 6520 | — | THE OPAL INTERNL DVD INC ETF | — | 410 | $13K | — | 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%