Portfolio (Quarterly)
Guide ↗
JPMORGAN CHASE & CO
· CIK 0000019617| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 6881 | AOHY | ANGEL OAK HIGH YILD OPPO ETF | — | 149 | $2K | — | SOLD |
| 6882 | DRMA | DERMATA THERAPEUTICS INC | Healthcare | 696 | $2K | — | SOLD |
| 6883 | CWD | CALIBERCOS INC | Financial Services | 1,280 | $2K | — | SOLD |
| 6884 | — PUT | RED CAT HLDGS INC | — | 200 | $2K | — | SOLD |
| 6885 | — | ONKURE THERAPEUTICS INC | — | 545 | $2K | — | SOLD |
| 6886 | — PUT | AMPRIUS TECHNOLOGIES INC | — | 200 | $2K | — | SOLD |
| 6887 | — | QUINCE THERAPEUTICS INC | — | 469 | $2K | — | SOLD |
| 6888 | — | CNFINANCE HLDGS LTD | — | 259 | $2K | — | SOLD |
| 6889 | — | LUCKY STRIKE ENTERTAINMENT | — | 184 | $2K | — | SOLD |
| 6890 | EXG | EATON VANCE TAX-MANAGED GLOB | Financial Services | 159 | $2K | — | SOLD |
| 6891 | SIXJ | ALLIANZIM US EQUITY 6 MONTH BU | — | 44 | $2K | — | SOLD |
| 6892 | FLN | FIRST TRUST LATIN AMERICA | — | 66 | $1K | — | SOLD |
| 6893 | ENLV | ENLIVEX THERAPEUTICS LTD | Healthcare | 2,122 | $1K | — | SOLD |
| 6894 | AFJK | AIMEI HEALTH TECHNOLOGY CO | Financial Services | 23 | $1K | — | SOLD |
| 6895 | BETZ | ROUNDHILL SPORTS BET & IGAM | — | 70 | $1K | — | SOLD |
| 6896 | — | AURORA CANNABIS INC | — | 164 | $1K | — | SOLD |
| 6897 | — | CORNERCAP FUNDAMETR LRG CAP | — | 30 | $1K | — | SOLD |
| 6898 | REFR | RESEARCH FRONTIERS INC | Technology | 1,042 | $1K | — | SOLD |
| 6899 | FDIV | MARKETDSK FOCUSED US DVD ETF | — | 50 | $1K | — | SOLD |
| 6900 | — CALL | C3 AI INC | — | 100 | $1K | — | 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%