MHR
Matthew Hamilton Rosenberg’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 | $1.18M | Sell |
25,002
-697
| -3% | -$32.8K | 0.27% | 39 |
|
|
2025
Q1 | $1.21M | Buy |
25,699
+860
| +3% | +$40.5K | 0.3% | 37 |
|
|
2024
Q4 | $1.14M | Buy |
24,839
+4,032
| +19% | +$186K | 0.3% | 38 |
|
|
2024
Q3 | $1M | Buy |
20,807
+2,076
| +11% | +$100K | 0.26% | 40 |
|
|
2024
Q2 | $859K | Hold |
18,731
| – | – | 0.25% | 43 |
|
|
2024
Q1 | $864K | Buy |
18,731
+607
| +3% | +$28K | 0.25% | 45 |
|
|
2023
Q4 | $853K | Buy |
18,124
+8,555
| +89% | +$403K | 0.26% | 40 |
|
|
2023
Q3 | $427K | Buy |
9,569
+1,570
| +20% | +$70.1K | 0.14% | 71 |
|
|
2023
Q2 | $373K | Buy |
+7,999
| New | +$373K | 0.13% | 90 |
|