HF
Halpern Financial’s JPMorgan Inflation Managed Bond ETF JCPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.8M | Buy |
224,635
+5,477
| +2% | +$263K | 2.77% | 13 |
|
|
2024
Q2 | $10.2M | Buy |
219,158
+10,305
| +5% | +$481K | 2.81% | 14 |
|
|
2024
Q1 | $9.71M | Buy |
208,853
+11,970
| +6% | +$556K | 2.82% | 12 |
|
|
2023
Q4 | $9.15M | Buy |
196,883
+584
| +0.3% | +$27.1K | 2.84% | 12 |
|
|
2023
Q3 | $8.87M | Buy |
196,299
+13,391
| +7% | +$605K | 3.06% | 12 |
|
|
2023
Q2 | $8.45M | Buy |
182,908
+3,779
| +2% | +$175K | 2.89% | 12 |
|
|
2023
Q1 | $8.51M | Buy |
179,129
+3,080
| +2% | +$146K | 3.06% | 12 |
|
|
2022
Q4 | $8.07M | Buy |
176,049
+7,190
| +4% | +$330K | 2.96% | 12 |
|
|
2022
Q3 | $7.67M | Buy |
168,859
+2,050
| +1% | +$93.1K | 3.04% | 12 |
|
|
2022
Q2 | $8.06M | Buy |
+166,809
| New | +$8.06M | 3.14% | 11 |
|