BETA WEALTH GROUP, INC. – JPMorgan Ultra-Short Income ETF Transaction History
BETA WEALTH GROUP, INC. portfolio value:
$1.17M
portfolio value
BETA WEALTH GROUP, INC. 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 | Decrease | -3.80% | -924 shares | -44K | $50.16 | 23.37K |
| Q2 2022 | share | Decrease | -0.32% | -79 shares | -9K | $50.09 | 24.3K |
| Q1 2022 | share | Increase | 0.00% | 24.37K shares | 1.22M | $50.27 | 24.37K |
| Q1 2021 | share | Decrease | -100.00% | -23.85K shares | -1.21M | $50.51 | 0 |
| Q4 2020 | share | Increase | 0.00% | 23.85K shares | 1.21M | $50.48 | 23.85K |