Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6681 | — | BGM GROUP LTD | — | 1,754 | $6K | — | SOLD |
| 6682 | — | ZENATECH INC | — | 2,000 | $6K | — | SOLD |
| 6683 | — | HERZFELD CREDIT INCOME FUND IN | — | 2,867 | $6K | — | SOLD |
| 6684 | HYPR | HYPERFINE INC | Healthcare | 6,500 | $6K | — | SOLD |
| 6685 | PYXS | PYXIS ONCOLOGY INC | Healthcare | 5,514 | $6K | — | SOLD |
| 6686 | WDIV | SPDR S&P GLOBAL DIVIDEND ETF | — | 84 | $6K | — | SOLD |
| 6687 | CHW | CALAMOS GLOBAL DYNAMIC INCOM | Financial Services | 846 | $6K | — | SOLD |
| 6688 | FOSL | FOSSIL GROUP INC | Consumer Cyclical | 1,653 | $6K | — | SOLD |
| 6689 | CTA | SIMPLIFY MANAGED FUTURES ST | — | 228 | $6K | — | SOLD |
| 6690 | — | NUVEEN DOW 30 DYNAMIC OVERWR | — | 403 | $6K | — | SOLD |
| 6691 | PCQ | PIMCO CALIFORNIA MUNI INC FD | Financial Services | 701 | $6K | — | SOLD |
| 6692 | SA | SEABRIDGE GOLD INC | Basic Materials | 206 | $6K | — | SOLD |
| 6693 | PFFA | VIRTUS INFRACAP US PREF STCK | — | 279 | $6K | — | SOLD |
| 6694 | — CALL | PEGASYSTEMS INC | — | 100 | $6K | — | SOLD |
| 6695 | AVDS | AVANTIS INTL SM CAP EQ ETF | — | 85 | $6K | — | SOLD |
| 6696 | FGD | FIRST TRUST DJ GL SEL DVD | — | 196 | $6K | — | SOLD |
| 6697 | AXTI | AXT INC | Technology | 361 | $6K | — | SOLD |
| 6698 | PXI | INVESCO DORSEY WRIGHT ENERGY | — | 130 | $6K | — | SOLD |
| 6699 | BTCS | BTCS INC | Financial Services | 2,219 | $6K | — | SOLD |
| 6700 | ITAN | SPARKLINE INTANGIBLE VAL ETF | — | 158 | $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%