GEOWEALTH MANAGEMENT, LLC – JPMorgan U.S. Aggregate Bond ETF Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$5.92M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.15%
quarter
JPMorgan U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.65% | 6.97K shares | 9K | $45.5 | 130.24K |
| Q2 2022 | share | Decrease | -6.05% | -7.94K shares | -711K | $47.97 | 123.27K |
| Q1 2022 | share | Increase | +33.38% | 32.84K shares | 1.32M | $50.51 | 131.21K |
| Q4 2021 | share | Increase | +2.24% | 2.15K shares | 83K | $53.85 | 98.37K |
| Q3 2021 | share | Increase | +0.77% | 735 shares | 25K | $54.09 | 96.22K |
| Q2 2021 | share | Increase | +113.71% | 50.81K shares | 2.80M | $54.1 | 95.49K |
| Q1 2021 | share | Increase | 0.00% | 44.68K shares | 2.39M | $53.18 | 44.68K |