EP WEALTH ADVISORS, LLC – JPMorgan Ultra-Short Municipal Income ETF Transaction History
EP WEALTH ADVISORS, LLC portfolio value:
$4.38M
portfolio value
EP WEALTH ADVISORS, LLC quarter portfolio value change:
-0.69%
quarter
JPMorgan Ultra-Short Municipal Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -60.42% | -132.95K shares | -6.76M | $50.3 | 87.1K |
| Q2 2022 | share | Decrease | -43.56% | -169.86K shares | -8.6M | $50.65 | 220.05K |
| Q1 2022 | share | Increase | +7.20% | 26.18K shares | 1.17M | $50.64 | 389.92K |
| Q4 2021 | share | Decrease | -0.57% | -2.08K shares | -112K | $51.05 | 363.74K |
| Q3 2021 | share | Increase | +471.71% | 301.84K shares | 15.41M | $51.05 | 365.82K |
| Q2 2021 | share | Decrease | -38.15% | -39.47K shares | -2.01M | $51 | 63.98K |
| Q1 2021 | share | Increase | +470.04% | 85.31K shares | 4.35M | $50.95 | 103.46K |
| Q4 2020 | share | Increase | +23.50% | 3.45K shares | 177K | $50.92 | 18.15K |
| Q3 2020 | share | Increase | 0.00% | 14.69K shares | 749K | $50.78 | 14.69K |