PETERSON WEALTH ADVISORS, LLC – JPMorgan Ultra-Short Income ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$22.11M
portfolio value
PETERSON WEALTH ADVISORS, LLC 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 | -5.36% | -24.96K shares | -1.22M | $50.16 | 440.85K |
| Q2 2022 | share | Increase | +1.18% | 5.41K shares | 189K | $50.09 | 465.81K |
| Q1 2022 | share | Increase | +0.85% | 3.89K shares | 100K | $50.27 | 460.39K |
| Q4 2021 | share | Increase | +3.45% | 15.23K shares | 663K | $50.47 | 456.50K |
| Q3 2021 | share | Increase | +11.92% | 46.99K shares | 2.37M | $50.65 | 441.26K |
| Q2 2021 | share | Increase | +16.55% | 55.99K shares | 2.83M | $50.58 | 394.27K |
| Q1 2021 | share | Increase | +2.79% | 9.16K shares | 454K | $50.51 | 338.28K |
| Q4 2020 | share | Increase | +7.40% | 22.68K shares | 1.15M | $50.48 | 329.11K |
| Q3 2020 | share | Increase | +14.41% | 38.60K shares | 1.97M | $50.32 | 306.43K |
| Q2 2020 | share | Decrease | -1.73% | -4.72K shares | 49K | $50.1 | 267.82K |
| Q1 2020 | share | Increase | +14.52% | 34.56K shares | 1.53M | $48.82 | 272.55K |
| Q4 2019 | share | Increase | +14.71% | 30.52K shares | 1.54M | $49.41 | 237.98K |
| Q3 2019 | share | Increase | +6.48% | 12.62K shares | 644K | $49.1 | 207.46K |
| Q2 2019 | share | Increase | +5.43% | 10.03K shares | 513K | $48.74 | 194.83K |
| Q1 2019 | share | Increase | 0.00% | 184.80K shares | 9.30M | $48.31 | 184.80K |