UNITED CAPITAL FINANCIAL ADVISERS, LLC – JPMorgan Ultra-Short Income ETF Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$78.80M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC 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 | +10.27% | 146.39K shares | 7.44M | $50.16 | 1.57M |
| Q2 2022 | share | Increase | +3.71% | 50.98K shares | 2.30M | $50.09 | 1.42M |
| Q1 2022 | share | Increase | +38.49% | 381.79K shares | 18.98M | $50.27 | 1.37M |
| Q4 2021 | share | Increase | +6.28% | 58.63K shares | 2.73M | $50.47 | 991.97K |
| Q3 2021 | share | Increase | +9.50% | 80.99K shares | 4.09M | $50.65 | 933.34K |
| Q2 2021 | share | Increase | +13.19% | 99.30K shares | 5.02M | $50.58 | 852.34K |
| Q1 2021 | share | Increase | +16.81% | 108.36K shares | 5.47M | $50.51 | 753.04K |
| Q4 2020 | share | Increase | +23.38% | 122.18K shares | 6.20M | $50.48 | 644.67K |
| Q3 2020 | share | Increase | +105.78% | 268.59K shares | 13.65M | $50.32 | 522.49K |
| Q2 2020 | share | Increase | +1.74% | 4.33K shares | 485K | $50.1 | 253.90K |
| Q1 2020 | share | Increase | +17.55% | 37.26K shares | 1.69M | $48.82 | 249.56K |
| Q4 2019 | share | Increase | +179.74% | 136.41K shares | 6.88M | $49.41 | 212.30K |
| Q3 2019 | share | Decrease | -5.79% | -4.66K shares | -233K | $49.1 | 75.89K |
| Q2 2019 | share | Increase | +22.16% | 14.61K shares | 742K | $48.74 | 80.55K |
| Q1 2019 | share | Increase | +92.10% | 31.61K shares | 1.59M | $48.31 | 65.93K |
| Q4 2018 | share | Increase | 0.00% | 34.32K shares | 1.72M | $47.81 | 34.32K |