Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6621 | — | VIRTUS DIVIDEND INTEREST & PR | — | 667 | $9K | — | SOLD |
| 6622 | — | SUTRO BIOPHARMA INC | — | 741 | $9K | — | SOLD |
| 6623 | — | GOLDEN MATRIX GROUP INC | — | 10,670 | $9K | — | SOLD |
| 6624 | HCM | HUTCHMED CHINA LTD | Healthcare | 638 | $9K | — | SOLD |
| 6625 | GUG | GUGGENHEIM ACTIVE ALLOCATION | Financial Services | 550 | $8K | — | SOLD |
| 6626 | CCD | CALAMOS DYN CONVERT & INC | Financial Services | 405 | $8K | — | SOLD |
| 6627 | BMAY | INNOVATOR US EQ BUFFER MAY | — | 188 | $8K | — | SOLD |
| 6628 | DFJ | WISDOMTREE JPN S/C DVD FUND | — | 87 | $8K | — | SOLD |
| 6629 | — CALL | NEBIUS GROUP N.V. | — | 100 | $8K | — | SOLD |
| 6630 | HYXF | ISHARES TRUST ISHARES ESG A | — | 177 | $8K | — | SOLD |
| 6631 | ETG | EATON VANCE T/A GL DVD INCM | Financial Services | 362 | $8K | — | SOLD |
| 6632 | SND | SMART SAND INC | Energy | 2,074 | $8K | — | SOLD |
| 6633 | — | AMERICAN BITCOIN CORP. | — | 4,845 | $8K | — | SOLD |
| 6634 | CMDT | PIMCO COMMODITY ACTIVE STRAT | — | 296 | $8K | — | SOLD |
| 6635 | WINN | HARBOR LONG-TERM GROWERS ETF | — | 262 | $8K | — | SOLD |
| 6636 | DFSB | DIM GLB SUSTAIN FIX INC ETF | — | 156 | $8K | — | SOLD |
| 6637 | SELV | SEI ENHANCED LOW VOL US LRG | — | 250 | $8K | — | SOLD |
| 6638 | CSNR | C&S NAT RESOURCES ACTIVE ETF | — | 257 | $8K | — | SOLD |
| 6639 | JOF | JAPAN SMALLER CAPITALIZATION | Financial Services | 710 | $8K | — | SOLD |
| 6640 | — CALL | D-WAVE QUANTUM INC | — | 300 | $8K | — | 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%