Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6741 | CAF | MORGAN STANLEY CHINA A SHARE | Financial Services | 248 | $4K | — | SOLD |
| 6742 | IAPR | Innovator Intl Developed Power Buffer ETF-Apr | — | 137 | $4K | — | SOLD |
| 6743 | ABOS | ACUMEN PHARMACEUTICALS INC | Healthcare | 2,409 | $4K | — | SOLD |
| 6744 | — | QUANTUM BIOPHARMA LTD | — | 577 | $4K | — | SOLD |
| 6745 | — | INNOVA EQTY DEF PROT 1YR JUN | — | 155 | $4K | — | SOLD |
| 6746 | SPYI | NEOS S&P 500 HIGH INCOME ETF | — | 78 | $4K | — | SOLD |
| 6747 | BMEA | BIOMEA FUSION INC | Healthcare | 3,308 | $4K | — | SOLD |
| 6748 | — | BAIRD MED INVT HLDGS LTD | — | 76,474 | $4K | — | SOLD |
| 6749 | QAI | NYLI HEDGE MULTI-STRATEGY TRAC | — | 120 | $4K | — | SOLD |
| 6750 | BSBR | BANCO SANTANDER BRASIL S A | Financial Services | 645 | $4K | — | SOLD |
| 6751 | — | ANGHAMI INC | — | 167,173 | $4K | — | SOLD |
| 6752 | RFV | INVESCO S&P MIDCAP 400 PURE | — | 30 | $4K | — | SOLD |
| 6753 | — | GENERATION BIO CO | — | 689 | $4K | — | SOLD |
| 6754 | — | ATARA BIOTHERAPEUTICS INC | — | 216 | $4K | — | SOLD |
| 6755 | SILC | SILICOM LTD | Technology | 265 | $4K | — | SOLD |
| 6756 | PSP | INVESCO GLOBAL LISTED PRIVATE | — | 58 | $4K | — | SOLD |
| 6757 | EWZS | ISHARES MSCI BRAZIL SMALL-CA | — | 300 | $4K | — | SOLD |
| 6758 | DXLG | DESTINATION XL GROUP INC | Consumer Cyclical | 4,209 | $4K | — | SOLD |
| 6759 | OCTW | ALLIANZIM US EQ BUFFER20 OCT | — | 99 | $4K | — | SOLD |
| 6760 | — CALL | PAPA JOHNS INTL INC | — | 100 | $4K | — | 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%