BETA WEALTH GROUP, INC. – JPMorgan Equity Premium Income ETF Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$6.45M
portfolio value
BETA WEALTH GROUP, INC. quarter portfolio value change:
-7.61%
quarter
JPMorgan Equity Premium Income ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.05% | 58 shares | -528K | $51.23 | 125.94K |
| Q2 2022 | share | Increase | +39.34% | 35.54K shares | 1.43M | $55.45 | 125.88K |
| Q1 2022 | share | Increase | +0.65% | 582 shares | 196K | $61.4 | 90.34K |
| Q4 2021 | share | 0.00% | 0 shares | 0 | $63.07 | 89.76K | |
| Q3 2021 | share | Increase | +2.69% | 2.34K shares | 58K | $58.54 | 89.76K |
| Q2 2021 | share | Increase | +2.99% | 2.53K shares | 361K | $58.53 | 87.41K |
| Q1 2021 | share | Increase | +4.53% | 3.68K shares | 406K | $55.19 | 84.87K |
| Q4 2020 | share | Increase | 0.00% | 81.19K shares | 4.52M | $52.38 | 81.19K |