SHEETS SMITH WEALTH MANAGEMENT – JPMorgan Ultra-Short Income ETF Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$1.91M
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
+0.14%
quarter
JPMorgan Ultra-Short Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.17% | 1.52K shares | 79K | $50.16 | 38.12K |
| Q2 2022 | share | Increase | +7.28% | 2.48K shares | 118K | $50.09 | 36.59K |
| Q1 2022 | share | Decrease | -2.58% | -902 shares | -53K | $50.27 | 34.11K |
| Q4 2021 | share | Decrease | -12.53% | -5.01K shares | -262K | $50.47 | 35.01K |
| Q3 2021 | share | Increase | +15.85% | 5.47K shares | 277K | $50.65 | 40.03K |
| Q2 2021 | share | Decrease | -4.72% | -1.71K shares | -88K | $50.58 | 34.55K |
| Q1 2021 | share | Increase | +6.20% | 2.11K shares | 106K | $50.51 | 36.26K |
| Q4 2020 | share | Increase | +13.12% | 3.96K shares | 201K | $50.48 | 34.15K |
| Q3 2020 | share | Increase | +24.29% | 5.90K shares | 302K | $50.32 | 30.19K |
| Q2 2020 | share | Increase | +59.17% | 9.03K shares | 474K | $50.1 | 24.29K |
| Q1 2020 | share | Increase | +5.39% | 780 shares | 28K | $48.82 | 15.26K |
| Q4 2019 | share | Decrease | -4.42% | -670 shares | -34K | $49.41 | 14.48K |
| Q3 2019 | share | Increase | +90.57% | 7.2K shares | 363K | $49.1 | 15.15K |
| Q2 2019 | share | 0.00% | 0 shares | 1K | $48.74 | 7.95K | |
| Q1 2019 | share | Increase | +8.90% | 650 shares | 34K | $48.31 | 7.95K |
| Q4 2018 | share | 0.00% | 0 shares | 0 | $47.81 | 7.3K | |
| Q3 2018 | share | Increase | 0.00% | 7.3K shares | 366K | $47.55 | 7.3K |