HFM
Hartford Financial Management’s JPMorgan Core Plus Bond ETF JCPB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.2M | Buy |
683,541
+63,512
| +10% | +$2.99M | 8.8% | 1 |
|
|
2025
Q1 | $29.2M | Buy |
620,029
+5,692
| +0.9% | +$268K | 6.02% | 1 |
|
|
2024
Q4 | $28.3M | Buy |
614,337
+15,754
| +3% | +$726K | 5.8% | 1 |
|
|
2024
Q3 | $28.9M | Buy |
598,583
+6,353
| +1% | +$306K | 5.9% | 1 |
|
|
2024
Q2 | $27.4M | Buy |
592,230
+42,469
| +8% | +$1.97M | 5.88% | 1 |
|
|
2024
Q1 | $25.6M | Buy |
549,761
+70,872
| +15% | +$3.31M | 5.41% | 1 |
|
|
2023
Q4 | $22.5M | Buy |
478,889
+356,987
| +293% | +$16.8M | 5.11% | 1 |
|
|
2023
Q3 | $5.45M | Buy |
121,902
+84,054
| +222% | +$3.75M | 1.39% | 17 |
|
|
2023
Q2 | $1.76M | Buy |
37,848
+3,779
| +11% | +$176K | 0.44% | 75 |
|
|
2023
Q1 | $1.61M | Buy |
34,069
+3,299
| +11% | +$156K | 0.42% | 82 |
|
|
2022
Q4 | $1.41M | Sell |
30,770
-17,333
| -36% | -$796K | 0.37% | 92 |
|
|
2022
Q3 | $2.21M | Buy |
48,103
+22,362
| +87% | +$1.03M | 0.65% | 59 |
|
|
2022
Q2 | $1.24M | Buy |
25,741
+12,449
| +94% | +$598K | 0.34% | 94 |
|
|
2022
Q1 | $679K | Buy |
+13,292
| New | +$679K | 0.16% | 119 |
|