JPMorgan Chase & Co’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Buy |
3,620
+45
| +1% | +$2K | ﹤0.01% | 4566 |
|
|
2025
Q1 | $157K | Sell |
3,575
-2,222
| -38% | -$97.4K | ﹤0.01% | 4541 |
|
|
2024
Q4 | $250K | Sell |
5,797
-443
| -7% | -$19.1K | ﹤0.01% | 4443 |
|
|
2024
Q3 | $281K | Sell |
6,240
-568
| -8% | -$25.6K | ﹤0.01% | 4316 |
|
|
2024
Q2 | $294K | Sell |
6,808
-12,079
| -64% | -$521K | ﹤0.01% | 4086 |
|
|
2024
Q1 | $820K | Buy |
18,887
+6,424
| +52% | +$279K | ﹤0.01% | 3685 |
|
|
2023
Q4 | $547K | Buy |
12,463
+2,284
| +22% | +$100K | ﹤0.01% | 3854 |
|
|
2023
Q3 | $424K | Buy |
10,179
+10,097
| +12,313% | +$421K | ﹤0.01% | 3811 |
|
|
2023
Q2 | $3.56K | Buy |
+82
| New | +$3.56K | ﹤0.01% | 5339 |
|