HCM
Hengehold Capital Management’s JPMorgan Realty Income ETF JPRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Hold |
4,451
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $215K | Hold |
4,451
| – | – | 0.02% | 193 |
|
|
2024
Q4 | $210K | Hold |
4,451
| – | – | 0.02% | 198 |
|
|
2024
Q3 | $227K | Buy |
+4,451
| New | +$227K | 0.02% | 187 |
|
|
2024
Q1 | – | Sell |
-4,451
| Closed | -$200K | – | 194 |
|
|
2023
Q4 | $200K | Sell |
4,451
-1,577
| -26% | -$71K | 0.02% | 176 |
|
|
2023
Q3 | $235K | Sell |
6,028
-647
| -10% | -$25.2K | 0.03% | 151 |
|
|
2023
Q2 | $283K | Sell |
6,675
-206
| -3% | -$8.73K | 0.04% | 138 |
|
|
2023
Q1 | $291K | Buy |
6,881
+9
| +0.1% | +$380 | 0.04% | 137 |
|
|
2022
Q4 | $282K | Sell |
6,872
-2,798
| -29% | -$115K | 0.04% | 137 |
|
|
2022
Q3 | $414K | Buy |
9,670
+12
| +0.1% | +$514 | 0.06% | 97 |
|
|
2022
Q2 | $468K | Buy |
+9,658
| New | +$468K | 0.07% | 88 |
|