HFRG
Houlihan Financial Resource Group’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 | $3.71M | Buy |
78,985
+5,200
| +7% | +$244K | 1.54% | 23 |
|
|
2025
Q1 | $3.47M | Buy |
73,785
+1,630
| +2% | +$76.7K | 1.56% | 23 |
|
|
2024
Q4 | $3.32M | Buy |
72,155
+16,310
| +29% | +$751K | 1.42% | 27 |
|
|
2024
Q3 | $2.69M | Buy |
55,845
+33,550
| +150% | +$1.62M | 1.11% | 31 |
|
|
2024
Q2 | $1.03M | Buy |
22,295
+6,805
| +44% | +$315K | 0.7% | 28 |
|
|
2024
Q1 | $723K | Buy |
15,490
+10,950
| +241% | +$511K | 0.32% | 53 |
|
|
2023
Q4 | $214K | Buy |
+4,540
| New | +$214K | 0.1% | 98 |
|