JPMorgan Chase & Co’s Heritage Global HGBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-68
| Closed | -$148 | – | 6363 |
|
|
2025
Q1 | $148 | Sell |
68
-6
| -8% | -$13 | ﹤0.01% | 5958 |
|
|
2024
Q4 | $137 | Sell |
74
-3
| -4% | -$6 | ﹤0.01% | 5908 |
|
|
2024
Q3 | $131 | Sell |
77
-1
| -1% | -$2 | ﹤0.01% | 5896 |
|
|
2024
Q2 | $192 | Sell |
78
-8,722
| -99% | -$21.5K | ﹤0.01% | 5768 |
|
|
2024
Q1 | $23.2K | Sell |
8,800
-83
| -0.9% | -$219 | ﹤0.01% | 5201 |
|
|
2023
Q4 | $24.7K | Buy |
8,883
+8,845
| +23,276% | +$24.6K | ﹤0.01% | 5196 |
|
|
2023
Q3 | $119 | Sell |
38
-3,508
| -99% | -$11K | ﹤0.01% | 5933 |
|
|
2023
Q2 | $12.8K | Buy |
+3,546
| New | +$12.8K | ﹤0.01% | 5124 |
|