ARETE WEALTH ADVISORS, LLC – JPMorgan Ultra-Short Municipal Income ETF Transaction History
ARETE WEALTH ADVISORS, LLC portfolio value:
$8.92M
portfolio value
ARETE 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 | Increase | +47.43% | 57.09K shares | 2.82M | $50.3 | 177.48K |
| Q2 2022 | share | Decrease | -23.96% | -37.92K shares | -1.91M | $50.65 | 120.38K |
| Q1 2022 | share | Increase | +7.68% | 11.29K shares | 512K | $50.64 | 158.31K |
| Q4 2021 | share | Increase | +64.58% | 57.68K shares | 2.94M | $51.05 | 147.02K |
| Q3 2021 | share | Decrease | -7.02% | -6.74K shares | -342K | $51.05 | 89.33K |
| Q2 2021 | share | Increase | +21.34% | 16.89K shares | 864K | $51 | 96.07K |
| Q1 2021 | share | Increase | +0.79% | 621 shares | 31K | $50.95 | 79.18K |
| Q4 2020 | share | Increase | 0.00% | 78.55K shares | 4.01M | $50.92 | 78.55K |