MHR
Matthew Hamilton Rosenberg’s JPMorgan BetaBuilders US Equity ETF BBUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
64,336
+35,275
| +121% | +$3.95M | 1.67% | 10 |
|
|
2025
Q1 | $2.93M | Buy |
29,061
+1,630
| +6% | +$164K | 0.74% | 19 |
|
|
2024
Q4 | $2.91M | Buy |
27,431
+2,936
| +12% | +$311K | 0.76% | 20 |
|
|
2024
Q3 | $2.54M | Buy |
24,495
+6,766
| +38% | +$701K | 0.66% | 24 |
|
|
2024
Q2 | $1.74M | Buy |
17,729
+1,241
| +8% | +$122K | 0.52% | 27 |
|
|
2024
Q1 | $1.56M | Buy |
16,488
+7,384
| +81% | +$696K | 0.45% | 30 |
|
|
2023
Q4 | $782K | Buy |
9,104
+1,279
| +16% | +$110K | 0.24% | 44 |
|
|
2023
Q3 | $603K | Hold |
7,825
| – | – | 0.2% | 54 |
|
|
2023
Q2 | $624K | Sell |
7,825
-4,052
| -34% | -$323K | 0.21% | 54 |
|
|
2023
Q1 | $873K | Hold |
11,877
| – | – | 0.28% | 47 |
|
|
2022
Q4 | $814K | Buy |
11,877
+4,679
| +65% | +$321K | 0.28% | 51 |
|
|
2022
Q3 | $463K | Buy |
+7,198
| New | +$463K | 0.18% | 70 |
|