HHGA
Halbert Hargrove Global Advisors’s JPMorgan Income ETF JPIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 483 |
|
|
2025
Q1 | – | Sell |
-25
| Closed | -$1.13K | – | 667 |
|
|
2024
Q4 | $1.13K | Buy |
+25
| New | +$1.13K | ﹤0.01% | 271 |
|
|
2024
Q3 | – | Sell |
-157,938
| Closed | -$7.18M | – | 81 |
|
|
2024
Q2 | $7.18M | Sell |
157,938
-5,014
| -3% | -$228K | 0.42% | 17 |
|
|
2024
Q1 | $7.42M | Buy |
162,952
+8,820
| +6% | +$402K | 0.49% | 21 |
|
|
2023
Q4 | $7.03M | Buy |
154,132
+7,091
| +5% | +$323K | 0.48% | 24 |
|
|
2023
Q3 | $6.53M | Buy |
+147,041
| New | +$6.53M | 0.49% | 24 |
|