Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6661 | — | KINDLY MD INC | — | 19,859 | $7K | — | SOLD |
| 6662 | SDCI | USCF SUMMERHAVEN DYNAMIC ETF | — | 314 | $7K | — | SOLD |
| 6663 | KVHI | KVH INDS INC | Technology | 987 | $7K | — | SOLD |
| 6664 | PSEC | PROSPECT CAP CORP | Financial Services | 2,653 | $7K | — | SOLD |
| 6665 | — | CIVEO CORP CDA | — | 300 | $7K | — | SOLD |
| 6666 | CPNJ | CALAMOS NSDQ100 ALT ETF | — | 251 | $7K | — | SOLD |
| 6667 | SBB | PROSHARES SHORT SMALLCAP600 | — | 495 | $7K | — | SOLD |
| 6668 | WDH | WATERDROP INC | Financial Services | 3,556 | $7K | — | SOLD |
| 6669 | SPBU | ALLIZIM BUF15 UNCPD ALOC ETF | — | 238 | $7K | — | SOLD |
| 6670 | HQH | ABRDN HEALTHCARE INVESTORS | Financial Services | 353 | $7K | — | SOLD |
| 6671 | FDIG | FIDELITY CRYPTO INDU & DGTL | — | 173 | $7K | — | SOLD |
| 6672 | BUZZ | VANECK SOCIAL SENTIMENT ETF | — | 205 | $7K | — | SOLD |
| 6673 | BTQ | BTQ TECHNOLOGIES CORP | Technology | 1,000 | $7K | — | SOLD |
| 6674 | FFA | FIRST TRUST ENHAN EQTY INC | Financial Services | 300 | $7K | — | SOLD |
| 6675 | VGZ | VISTA GOLD CORP | Basic Materials | 3,334 | $7K | — | SOLD |
| 6676 | CBUS | CIBUS INC | Healthcare | 3,750 | $7K | — | SOLD |
| 6677 | — | GRAB HOLDINGS LIMITED | — | 21,731 | $7K | — | SOLD |
| 6678 | AMTX | AEMETIS INC | Energy | 4,682 | $7K | — | SOLD |
| 6679 | — | ANDRETTI ACQUISITION CORP I | — | 25,000 | $6K | — | SOLD |
| 6680 | FCPI | FIDELITY STOCKS FOR INFL ETF | — | 130 | $6K | — | 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%